Use the Files tab to work with files in Salesforce.
Available in: both Salesforce Classic and Lightning Experience
Available in: Group, Enterprise, Professional, Performance, Unlimited, Contact Manager, and Developer Editions
Working with files in Salesforce means:
Collaborating with coworkers by posting files to feeds and directly to records, such as Accounts, Cases, Leads, and more.
Sharing files with customers in the secure Salesforce cloud.
Syncing files between your local drive and Salesforce.
Learning how users work with files by running standard and custom file reports.
The Files tab provides a powerful toolset for working with and managing your files.
Filter your file list (1) so that it only shows the files you want to see. Click any of the filter names to change the scope of your file list.
Select or drag one or more files to upload (2) them to Salesforce. All file types are supported, including everything from Microsoft® PowerPoint presentations and Excel spreadsheets, to Adobe® PDFs, image files, audio files, and video files.
Use the files-specific search tool (3) to find the files you need. Filtering your file list also filters your search. Search all files you have access to from the Recent filter.
Preview, follow, download, version, share, and sync files directly from the file list (4). Click on a file name to open the file detail page. On the file detail page, you can run reports about the file, see who is following the file, edit details about the file, and more.
Download Salesforce Files Sync (5) to sync files between your computer and Salesforce.
Access files in your libraries from the Files in My Libraries section in the left navigation panel.
If Files Connect is enabled for your org, the left navigation panel displays an External Files section.
Files are automatically added to the file list when:
You upload a file.
You attach a file to a record.
You or someone else attaches a file to a Chatter feed or comment.
You sync a file in your Salesforce Files Sync folder.
Someone else shares a file privately with you using the Sharing dialog box.
You upload a file to a Salesforce CRM Content library.
Someone else uploads a file to a library you're a member of.
You or someone else creates a content pack or uploads a Web link in Salesforce CRM Content. You only see files from content packs and Web links you have access to.
In Internet Explorer 11, the Preview option redirects to the file detail page.
As you work with files in Salesforce, keep these file limits in mind:
2 GB when uploaded via the Web interface
2 GB when uploaded via the Salesforce Files Sync desktop client (or 500 MB when using proxy)
100 MB when uploaded from a mobile device
Maximum number of versions per file
Maximum number of synced files and folders
Users can sync up to 10,000 files.
Maximum number of users who can sync the same file simultaneously