Create New Fields Salesforce in Salesforce With Upload

Files are one of the most powerful means to manage the content documents in Salesforce. It likewise refers to a content management organisation. We have many options such as attachments, documents, Salesforce CRM content to upload a file in Salesforce classic but they are not fully supported or at all in Lightning experience. So it is recommended to forget almost the familiar Notes and attachments related list and go on with the files related listing in the future. In this article, we are going to explain near differences between files and attachments, file sharing settings, and how to upload a certificate in files using REST API and an case.

Comparing Files and Attachments in Salesforce:

The following are the differences between Files and attachments in Salesforce.

Files	Attachments
Files need to upload, store, detect, follow, share, and collaborate on Salesforce files in the cloud.	Attach files to records from the Attachments related listing on selected detail pages.
We can upload a file and store information technology privately until y'all're ready to share information technology. Nosotros tin share the files with groups, users, etc.	Nosotros tin can add a file to a specific record such as opportunity, event by attaching it on the Attachments related list.
It supports all file types.	It supports all file types.
The maximum file size tin exist uploaded is 2 GB.	The maximum file size uploaded for file attachments is 25 MB and feed attachments Are 2 GB.

File Sharing Settings:

Files tin be managed in Salesforce based on the following file sharing settings.

• Private: The file hasn't been shared with anyone else besides the possessor.
• Privately Shared: The file has been shared just with specific people, groups, or via link. It's not available to all users in your company.
• Your company: All users in your company can observe and view this file.

Uploading a certificate in Salesforce files using REST API

Sometimes in that location is a requirement to upload a document using REST API. So, the following are the iii objects which are used to upload a document in Salesforce files and link information technology to multiple records.

• Content Version
• Content Document
• Content Document Link

Allow'southward have an in detailed knowledge of all the in a higher place objects.

Content Version:

This object stores the document information similar like Attachments. Information technology contains the data such as content location, path on client, version data, and title.

• Content Location: It represent the origin of the document and the valid values are:
  • "S": S-Document is located inside the Salesforce.
  • "Eastward": E-Certificate is located outside the Salesforce.
  • "L": Fifty-Document is located on a social network and accessed via Social Client Service.
• Path on client: It represents the complete path of the document. In order for the certificate to exist visible in the Preview tab, specify the consummate path including the path extension.
• Version Data: Information technology contains the file content.
• Title: It represents the name of the file.

Content Document:

It represents a document that has been uploaded to a library in Salesforce Files. There is no need to create this object and it automatically gets created when the content version is created.

Content Document Link:

This object volition be used to share the files with users, records, groups etc. The same file can be linked to multiple records by using Content Document Link. It can also provide the facility to assign the users to access the file with certain permissions. Information technology contains the data such as content document, linked entity, sharing type, visibility level.

• Content Certificate: It contains the content document id which will be getting when the content version is created.
• Link Entity: It contains the record id to which the document has to be linked.
• Visibility: It specifies whether this file is bachelor to all users, internal users, or shared users. Visibility can accept the following values.
  • AllUsers: The file is available to all users who have permission to see the file.
  • InternalUsers: The file is available only to internal users who accept permission to see the file.
  • SharedUsers: The file is available to all users who can come across the feed to which the file is posted.

Note: AllUsers & InternalUsers values apply to files posted on standard and custom object records, but not to users, groups, or content libraries.

• Sharing Type: It specifies the permission granted to the user of the shared file.
  • "V" (Viewer permission): The user can view, download and share the file.
  • "C" (Collaborator permission): The user can view, download, share the file, edit the details, upload new version and change sharing settings.
  • "I" (Inferred permission): The user's permission is determined by the related record.

Example:

Allow'south see an example to create a document in the files section using postman.

Pace 1: Create a Content Version

Footstep ii: Fetch the Content Document Id from Content Version.

Past using the SOQL query, get the content document id from the content version by passing the content version id.

Step 3: Search with the content document id in Salesforce to display the created file.

From the below screenshot, we tin can come across that the file has been created and past default information technology is shared with the created user.

Pace 4: Assign the file to a record by using the content certificate link.

Hither, we are linking the higher up-created file to an opportunity.

From the below screenshot, the file has been linked to an opportunity in Salesforce.

Decision:

In this way, nosotros can create a document in Salesforce by using REST API. We sincerely promise that this was useful and any comment or feedback will be very helpful.

Below is the entire video of the procedure!

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