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Mass Upload Files in Salesforce And Make Them Private on Records With Data Loader

Julkaisupäivä: Jun 12, 2026
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Learn how you can control the privacy settings when importing files using Data Loader.

Note: Make sure that 'File Privacy on Records' field is available in the Page layout as instructed below.

Ratkaisu

To control file privacy when uploading files in bulk using Salesforce Data Loader, you must first add the 'File Privacy on Records' field to the Content Version page layout, then prepare a CSV file with the appropriate privacy values, and finally use Data Loader to insert records into the ContentVersion object.

In order to set the privacy when importing files using Salesforce Data Loader, perform the following steps:

 

  1. Set the field 'File Privacy on Records' in the page layout by performing the following:

 

Salesforce Classic Setup 
 
  1. Click on Setup > Build > Customize > Salesforce Files > Page Layouts
  2. Click on Edit on the page layout.
  3. Drag and drop 'File Privacy on Records' field then click on Save
 
Lightning Experience Setup
 
  1. Click on the gear icon > Setup > Object Manager > Content Version > Page Layouts 
  2. Click on Edit on the page layout. 
  3. Drag and drop 'File Privacy on Records' field then select Save.  

 

  1. Once the field is added, create a .csv file with the following columns:
  • TITLE
  • VERSIONDATA
  • DESCRIPTION
  • PATHONCLIENT
  • SHARING PRIVACY
Notes:
  • To make files private (visible only to the file owner), use the value 'P' for the SHARING PRIVACY column
  • To make files visible to anyone with record access, use the value 'N'

 

  1. Using Data Loader, insert the files in the ContentVersion object. Only map the following fields: 
  • TITLE
  • VERSIONDATA
  • DESCRIPTION
  • PATHONCLIENT
  • SHARING PRIVACY 


For more information, please review Upload Content with the Data loader.

Knowledge-artikkelin numero

000382102

 
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Salesforce Help | Article