Salesforce Files

Customize page layouts to include the Files related list, so users see a list of files associated with a record.

• Add the Files Related List to Page Layouts
  Customize page layouts to include the Files related list. With the Files related list, users can add files to a record and see a list of files associated with the record.
• Customize the Files Detail Page
  In Lightning Experience, you can customize the fields and layout of the Files detail page. Use record types to customize the layouts of different record types, and tailor the data you capture based on the file type. Choose from standard fields to show when the file was last updated, file size, file type, and more. Create custom fields and buttons to track metadata that’s specific to your business, to use in validation rules, and to provide data for searches and reports. Use record types to customize the page layouts of different file record types.
• Prevent Users from Attaching Salesforce Files
  Use permission sets to prevent users from attaching Salesforce Files to posts, records, and other objects.
• Add File Privacy on Records to Edit File Details Layout
  Add the File Privacy on Records option to the Edit File Details layout to let file owners control the visibility of files attached to records.
• Set File Sharing to Inherit Record Permissions
  Set the default sharing permissions on files that are attached to records so that they inherit the sharing settings of the record. When enabled, a user who can edit a record can also edit the files on that record. This setting applies to files attached to records created manually from the Files related list and files attached in the record’s Chatter feed.
• Set Up Users to Query Salesforce Files
  Control access to content files and objects via API queries with the Query All Files and Query All Non Vetoed Files user permissions. To grant users access to content files and objects, create a permission set with user permissions and assign it to users.
• Configure File Upload and Download Security Settings
  To provide more security, control the way some file types are handled during upload and download.
• Regenerate a File Preview
  If a file preview is of poor quality, you can try to regenerate the preview. Available for Salesforce Files and CRM content documents that can be previewed.
• Salesforce Files Storage Allocations
  Your organization-wide file storage allocation.
• Asset Files
  Asset files are packageable versions of Salesforce files that are used for branding and design purposes in your org or Experience Cloud site. Asset files can be used for headers and logo images. They can also be referenced by components. You don’t need to create asset files for regular, collaborative use of Salesforce Files.
• Salesforce Files: What’s Different or Not Available in the Salesforce Mobile App
  Check out the differences between the desktop version and the mobile version of Salesforce Files.