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Differences Between Files, Salesforce CRM Content, Salesforce Knowledge, Documents, and Attachments
Explore the differences in the various ways to manage your files and content.
| Files Home | Salesforce CRM Content | Salesforce Knowledge | Documents Tab | Attachments | |
|---|---|---|---|---|---|
| Purpose | Upload, store, find, follow, share, and collaborate on Salesforce files in the cloud. | Publish and share official corporate files with coworkers and deliver them to customers. | Create and manage content, known as articles, in a knowledge base. Internal users and customers can quickly find and view the articles that they need. Customers include people on your Customer Portal, partner portal, Service Cloud Portal, Salesforce Sites, or Experience Cloud sites. | Store web resources, such as logos, DOT files, and other Visualforce materials in folders without attaching them to records. | Attach files to records from the Attachments related list on selected detail pages. |
| Common Uses | Upload a file and store it privately until you're ready to share it. Share the file with coworkers and groups to collaborate and get feedback. Attach files to posts in a Chatter feed on the Home tab, Chatter tab, a profile, a record, or a group. | Create, clone, or modify a sales presentation and save it so only you can see it and work on it. When you're ready, publish it so other users in your company have access to it. Create a content pack and send it to customers. | Write, edit, publish, and archive articles using the Articles Management tab, or find and view published articles using the Articles tab. If Salesforce Knowledge is enabled in your Customer Portal, partner portal, Service Cloud Portal, or Lightning Platform Sites, customers and partners can access articles. Create a public knowledge base so website visitors can view articles. | Add a custom logo to meeting requests by uploading your logo to the Documents tab. | Add a file to a specific record, like an event, marketing campaign, contact, or case by attaching it on the Attachments related list. |
| Supported File Types | All | All | All | All | All |
| Maximum File Sizes | 2 GB |
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