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Set Up File Upload to Amazon S3
Let your users upload files to an Amazon S3 bucket from within Salesforce. For a standard configuration, specify the external data source. By default, files are uploaded to predefined file paths in the external data source.
Required Editions
Enable File Upload to Amazon S3
Required Editions
| User Permissions Needed | |
|---|---|
| To enable file upload to Amazon S3: | Customize Application |
Before you begin
To enable file upload to Amazon S3:
- From Setup, enter External Storage in the Quick Find box, and then select External Storage Settings.
- Turn on Upload files to Amazon S3.
Assign User Permissions to Upload Files to Amazon S3
Assign the required permission to the business users who need to upload files to S3 buckets.
- From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
-
Open the permission set that you created for accessing Amazon S3 files.
For example, AmazonS3 User Access.
Note If the permission set for user access to Amazon S3 doesn’t exist, create it. See Create and Assign User Permissions to Access Files in Amazon S3. - Click System Permissions, then click Edit.
- Select Upload Files to Amazon S3.
- Save your changes.
- Click Manage Assignments in the toolbar at the top of the page. Then, click Add Assignments, select users for the permission set, and click Assign.
Customize File Upload Storage Settings
Use the sample flow template, Get File Upload Configuration for External Storage, to set up storage for uploaded files in your Amazon S3 bucket. This flow lets you define the external data source and the file paths where your uploaded files will be stored. You must customize this flow for it to work.
Required Editions
| User Permissions Needed | |
|---|---|
| To specify file storage settings: | Upload files to Amazon S3 |
| To customize a flow: | Manage Flow |
The Get File Upload Configuration for External Storage flow template provides the following output parameters after it runs:
- bucketPath variable: Defines the file path in the Amazon S3 bucket where your uploaded files are stored.
- filesConnectRepository variable: Stores the record of the Files Connect repository for the Amazon S3 external data source.
To define file upload storage settings:
- From Setup, enter Flows in the Quick Find box, then select Flows.
- Select the Get File Upload Configuration for External Storage flow.
- Clone and customize the flow for your specific requirements.
- From Setup, enter External Storage in the Quick Find box, then select External Storage Settings.
- Click Edit, and select Custom Configuration.
- In the Flow Definition field, select the flow you customized.
- Save your changes.
