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

Publiceringsdatum: Jul 8, 2025
Beskrivning

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.

Lösning

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:
In Salesforce Classic 
  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
 
In Lightning Experience
  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:
  • Private on Records use "P" 
  • Visible to Anyone With Record Access use "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-artikelnummer

000382102

 
Laddar
Salesforce Help | Article