Available in: both Salesforce Classic and Lightning Experience
Available in: Group, Enterprise, Professional, Performance, Unlimited, Contact Manager, and Developer Editions
To open file details, click a file name in a feed, on a files list, on a file hover, or by clicking More Actions | Preview next to the file in a feed. On the file detail page, you can see details about Salesforce Files.
From a file detail page, you can:
View the file without downloading it. Use the arrow keys in the document previewer to see each page, zoom in or out, or change the preview width and screen size. Files owners and anyone with access to the file can preview it.
Not all files can be previewed, such as encrypted files, password-protected files, copy-protected PDFs, unknown file types, and any file larger than 25 MB. For files that can’t be previewed, the Preview option isn’t available on feeds or list views, and files appear as generic file type icons in the feed. Some Microsoft Office 2007 features don't display correctly in previews. If a file can be previewed, but a preview doesn’t exist, contact your Salesforce administrator who may be able to regenerate the preview.
See if the file is private (), privately shared (), or shared with your company ().
Download to open or save the file. Anyone who can see a file can download it.
Click Make private on the Sharing Settings dialog box to remove the file and file link, if applicable, from everywhere it's been shared. Or click Restrict access if the file originated in a Salesforce CRM Content library to remove the file from everywhere it's been shared except the library. Only owners and users with the “Modify all Data” permission can make a file private () or restrict access.
Upload New Version to update the file with a newer version. Only file owners, collaborators, and users with the “Modify all Data” permission can upload a new version of a file.
If you have the “Sync Files” permission and are the owner of the file, click
Sync to sync a file between your Salesforce Files Sync folder on your computer and Chatter. Click
Unsync to stop syncing the file.
Delete to delete the file. Only file owners and users with the “Modify All Data” permission can delete files.
See who the file is owned by and when it was last modified.
See the file's description and click the edit icon () to edit the description, or add a description by clicking Add Description.
See the file's current version number and click Show all versions to see the file's version history.
Show file report to see data about the file, such as how many times the file has been downloaded, shared, liked, and commented on. Show file report is visible only to users with the “Run Reports” and “View Reports in Public Folders” permissions.
If the file originated in Salesforce CRM Content, click Go to Content Detail Page to see the content detail page of that file. Most actions performed on files that originated in Salesforce CRM Content must be done on the file's content detail page instead of the file detail page.
Click the Files or Chatter links at the top of the page to go to the Files list or the Chatter page.
See other files that people who viewed this file also viewed. If no other files have been viewed by the same people, the People Also Viewed section doesn't appear on the file detail page.