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File Visibility and Sharing in Experience Cloud Sites
When sharing and viewing files, context matters. Experience Cloud site files are tied to the site context in which they’re created or uploaded, with a few exceptions.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| Who | What | File Visibility | File Sharing |
|---|---|---|---|
| Site user | Files - general | Regardless of the Experience Cloud site, users see files:
When you enable Chatter for your org, make sure you’ve also enabled Chatter for your users. This way, they can access all Salesforce files in your org, including asset files. |
For files that are not in libraries, you can only share them in the Experience Cloud site where they were uploaded. For files in libraries that you can access, you can share them across sites when you share to a record. You can’t share files from the file detail page in Experience Cloud sites. Prevent others from sharing and unsharing a file that you own by checking the Prevent others from sharing and unsharing option on the file’s sharing settings or detail page. Users with the Manage Experiences permission or Access Experience Management can share files across sites. For example, a file created in site A can be shared in site B. |
| Site user | Files shared with users | To view a file, the user must be a member of the Experience Cloud site the file was created in. | If users can view a file, they can share it, unless the Prevent others from sharing and unsharing option is enabled. |
| Site user | Files shared with groups | To view a file shared with a group, the user must have access to the group and the Experience Cloud site where the file was uploaded. | To share a file with a group, the group and the file must be in the same Experience Cloud site. |
| Site user | Files on records | To view a file on a record, the user requires access to the record. The file visibility on the record must be set to allow site users. | A library file can be shared with a record with no restrictions. Use the Customer Access switch on a file’s sharing detail page to allow customers to see individual files on records. |
| Site user | Files in libraries | Site users who are members of a library can view files in that library. | To share a file with a library, you must be a member of the library. Users with the Manage Experiences permission or Access Experience Management can share library files across sites. |
| Guest user | Files - general | To give guest users access to files in Experience Cloud sites, select Give access to public API requests on Chatter in Experience Workspaces | Administration | Preferences. | To let guest users upload files in Experience Cloud sites, select Allow site guest users to upload files in Setup | Salesforce Files | General Settings. |
| Guest user | Files shared with records | When your Experience Cloud site allows guest users, they can access a file shared with a record on any entity, such as an account or opportunity. Guest users can view Notes and Attachments but not the Files Related List. Learn how to enable Customer Access for a file. | For guest users, only publicly accessible files can be downloaded. |
