Accessing Amazon S3 Content from Salesforce

Considerations for Accessing Files in Amazon S3

• You can only preview the following file types:
  • Audio: MP3 and other formats supported by HTML5.
  • Image: JPEG, JPG, JPE, PNG, SVG, and WEBP.
  • Video: MP4, WebM, Ogg, and other formats supported by HTML5.
• To search for a file, you must enter the prefix of the object key. The object key is a combination of the file's path and name (for example, sfdc/case/001/file1.png). Searching for just the file name (file1.png) won't provide results unless the file is already loaded in the user interface.
• You can search for and attach files to a record from mobile devices.
• By default, when you attach a file from Amazon S3 to a Salesforce record, Salesforce creates a reference, not a copy.
  • Deleting a file from Amazon S3 does not delete the corresponding reference in Salesforce.
  • Deleting a file reference from a Salesforce record does not delete the original file in Amazon S3. You can develop a mechanism to keep the file and reference in sync. For example, use Salesforce platform events.

Access Files in Amazon S3 and Link to a Record

You can access files from different locations in Salesforce, such as Files home, Notes & Attachments section in Related list of a record.

Example: Link a File to a Case Record and Stream it

1. From the App Launcher, find and select Cases.
2. Open a case and click Related.
3. In the Files section, click Add Files.
4. In the Connected Sources section in the left column, select the external data source that you defined for Amazon S3.
5. Navigate through the folders to find the file to be linked.
6. Select the file and click Add.
   

   Note You can select up to 10 files at a time.
7. Click the file name to preview it.

Example: Link Files in Amazon S3 to a Chatter Feed

1. From the App Launcher, find and select Salesforce Chatter.
2. Click Chatter.
3. While authoring a post, click the paperclip icon below the post to open the Select File window.
4. In the Connected Sources section in the left column, select the external data source that you defined for Amazon S3.
5. Navigate through the folders to find the file to be linked.
6. Select the file and click Add.
7. In the body of your post, @mention groups or people that you want to share with.

Example: Access Amazon S3 Files from Files Home

To access files from Amazon S3 from Files home.

1. From the App Launcher, find and select Files.
2. From the external files list in the Connected Sources section in the left column, select the external data source that you defined for Amazon S3.
3. Navigate through the folders to find a file.
4. Click next to the file name, and choose one of the following:
   • Open the file to preview or stream it.
   • Download the file to your local system.
   • Share the file with other users.