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            Moving Documents to Salesforce Files

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            Moving Documents to Salesforce Files

            As you make the move to Lightning Experience, you may have questions about the files you have stored in the Documents tab in Salesforce Classic.

            Required Editions

            Available in: Salesforce Classic
            Available in: All Editions except Database.com

            Can I See the Files in the Documents Tab in Salesforce Classic in Lightning Experience?

            The Documents tab isn’t available in Lightning Experience, but your document files aren’t going away. In fact, some features continue to rely on files in your Documents tab, like email templates. Don’t delete these documents. Take this opportunity to add your working files and images as Salesforce Files so they’re usable in Lightning Experience.

            How Do I Work with My Documents in Lightning Experience?

            Lightning Experience uses Salesforce Files to manage and collaborate on files. Salesforce Files unifies various content types to streamline and improve your experience: they can be stored privately, shared to libraries and groups, and updated with version history.

            How Do I Move Files from the Documents Tab into Lightning Experience?

            While there isn’t a one-click solution, you do have some options once you identify the files in the Documents tab that you want to use in Lightning Experience and your communities.

            1. Export documents in the weekly export, and then upload the documents into Salesforce Files.
            2. Use a third-party data export tool from the AppExchange.
            3. Use an API-based tool (Connect REST API supports uploading asset files).

            Salesforce Files are the best way to save, organize, and share files in Salesforce. Salesforce Files continue to see improvements, so move your documents to Salesforce Files now and start taking advantage of them.

             
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