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Mass migrate or add Files and Content to a Library

Дата публикации: Dec 26, 2023
Описание

Available in Salesforce Classic

The Data Loader can be used to bulk transfer Content and Files to a Library. 
 

Решение

 

Add a file to a Library

 
  1. Locate the ID for the new Library. In your browser, navigate to the Library detail page. The URL looks similar to: https://cs3.salesforce.com/sfc/#workspaceView?selectedWorkspaceId=058700000004Cd0
The Workspace ID is the 15 characters after the equal ( = ) sign and always begins with 058. 
 
  1. Create a CSV with the following fields:
  • ContentDocumentId - Populated with the records to be moved. This can be found by running an export on the ContentDocument object. 
  • ContentWorkspaceId - Populated with the WorkspaceID you found above.
 
  1. Insert to the ContentWorkspaceDoc object. Note: You need to select Show all Salesforce objects:
 
  1. Start Data Loader
  2. Click Insert
  3. Click Show all Salesforce Objects
  4. Select Library Document (ContentWorkspaceDoc)
  5. Click Browse and select the .csv file created in step 2, then click Next.
  6. Click Create or Edit Map, then AutoMatch fields to columns
  7. Click Ok, Next, then Finish.
 

Note: This process does not remove the Document(s) from the Library it was copied from.

The above article is only relevant for files with a ContentDocument record (For example, files added via Chatter, Files, and Content).

If the files currently exist as Documents, they need to be converted into ContentDocuments (or Files) before they can be moved to Libraries.
 

  1. Run Data Export (make sure to include images, documents, and attachments) 
  2. From export, review Document.csv and Documents folder for files. 
  3. Import files to the library using Data Loader. See Upload Content with the Data Loader.



See also

 

Номер статьи базы знаний

000385550

 
Загрузка
Salesforce Help | Article