Available in: Group, Enterprise, Professional, Performance, Unlimited, Contact Manager, and Developer Editions
In Salesforce Classic, you can share a file with anyone by creating a file link and sending it via email or IM. Creating a link generates an encrypted URL that you can send to any recipient, such as leads, customers, partners, and coworkers, inside or outside of your company. When your recipients click the link, they see a web-based version of the file that they can easily view and download. Sharing via link is available in Salesforce Classic, and is on by default for most orgs. Administrators can enable sharing via link by enabling these permissions:
From Setup, enter Content Deliveries in the Quick Find box, then select Content Deliveries. Select Enable content deliveries and Enable Creation of Content Deliveries for Salesforce Files.
From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets. Select a permission set, click System Permissions, and select Create and Share Content Deliveries for Salesforce Files.
From Setup, enter Profiles in the Quick Find box, then select Profiles. Select a profile, click Edit. In General User Permissions, select Create and Share Content Deliveries for Salesforce Files. You don't need this permission for files in a shared Salesforce CRM Content library. Instead, complete steps 1 and 2 and then ensure that the user is a library member and that Deliver Content is checked in the library permission definition.
Create and share a file link:
Start by sharing the file from one of these locations:
On Files home —Click Upload files, select a file from your device, then click Sharing Settingsand choose Anyone with Link. Copy the link provided to share with people inside or outside your company.
On the Home page—Click Create New | File, click Choose File and select a file from your computer, then click Share via link from the dropdown menu.
On a file detail page—Click
File Sharing Settings | Via link.
On the Sharing Settings dialog box—Click Anyone with link from the Share with list.
Next to the file on the Files page, the Files Owned by list, or the Group Files list—Click | Share via link.
Next to the file in a feed or on a file hover—Click More Actions | File Sharing Settings, then click Anyone with link from the Share with list.
In your Salesforce Files Sync folder on your desktop—Right-click on a file, hover on Salesforce Files Sync, then click Share via link.
Click Copy if available (or copy the link manually), and paste the link into an email or IM. File link recipients can only view and download files. They can't be collaborators.
Unless the file was already shared with your company, it's privately shared and displays the privately shared icon (). It's not posted anywhere and only the people you specifically shared it with can find and view it. If it was already shared with your company, it retains the your company icon () and anyone in your company can find and view it.
On the Sharing Settings dialog box, click next to a link to stop sharing it. Anyone with the link will no longer be able to access the file.
Documents from the Documents tab and attachments from the Notes and Attachments related list aren't listed on Files home and can't be shared as Salesforce Files.
The maximum number of times a file can be shared is 100. This includes files shared with people, groups, and via links. If a file is privately shared and nears the 100 share maximum, consider making the file public by posting it to your feed.