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Mass grant Collaborator permission of Salesforce Files to a User or group via Data Loader

Date de publication: Oct 13, 2022
Description

Collaborator permission will give a User the following permission over the file:
 
  • Make a file private
  • Change permission
  • Edit Details
  • Upload new version
  • Attach a File to a post
  • Share
  • Download
  • View or preview    
 
As per the Who Can See My File? documentation sharing access can be done to either Users or a Chatter group of Users. To mass grant permission to a User or Chatter group, Content Document Link must be used to associate the File and the User or Chatter group through Data Loader.
 
Résolution

Here are the steps to follow to mass grant Collaborator permission to Salesforce Files via Data Loader:

A. Prepare a CSV file with the following columns and information:
  1. Content Document ID - this is the ID of the file.
  2. Link Entity ID - ID of the User record or the Chatter group whom you're sharing the file.
  3. Share type - value of this column shall be "C" for Collaborator.
 
B. Use Data Loader to insert Content Document Link:
  1. Open Data Loader.
  2. Click Insert.
  3. Make sure the following are selected:
  • Oauth
  • Environment (either sandbox or production)
  
  1. Click Log in then enter your username and password.      
  2. Click Allow.
  3. Select Show all Salesforce Objects.
  4. Select ContentDocumentLink.
  5. Choose the created CSV file.
  6. Click Next.
  7. Map the fields.
  8. Click Finish.
Numéro d’article de la base de connaissances

000380672

 
Chargement
Salesforce Help | Article