Search for Files

In Salesforce Classic and Lightning Experience, you can search for files from the header search field. Use feed search to find files posted in a specific Chatter feed, such as on a profile, on a record, or in a group.

Files home lists both the files you own and the ones that you have access to. The list includes files that are posted to feeds. Click a filter in the sidebar to see and search within that selection of files.

• Recent
• Owned by Me
• Shared with Me
• Following

In Salesforce Classic, you can also search for files using the Files search:

1. Optionally, on the Files tab click a filter on the sidebar to restrict your search to a specific set of files.
2. Enter your terms in the Search field. You can search by file name, description, owner, type, or content.
3. To see a filtered list of all relevant files based on your search terms, click Search.
4. To clear your search terms, click .

In Lightning Experience, you can use the Files dropdown to see favorite and recent files.

Note The feed search returns results for file or link names that are shared in posts, but not in comments. Files searches don’t include:

• Documents from the Documents tab in Salesforce Classic.
• Attachments from Notes and Attachments related lists.
• Attachments that aren’t the first attachment. For example: if you attach file1.pdf, file2.pdf, and file3.pdf to a post, where file1.pdf is the first file you attach, only file1.pdf is included in the search results.
• Files within a .zip archive. Search can’t unzip and index a .zip archive.
• Scanned PDF files register as images and aren’t included in search results.
• Tables in a PDF file aren’t indexed and may not appear in search results.

Search supports several file types and has file size limits. If a file exceeds the maximum size, the file’s content isn't searched, but the file's name, description, type, and owner are.