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Salesforce Files: What’s Different or Not Available in the Salesforce Mobile App
Learn the differences between the Salesforce desktop site and the Salesforce mobile app.
Important Chatter must be enabled for your org to view, open, and upload
files.
When using Salesforce Files in the Salesforce mobile app, you can’t:
- Add more than one file to feed items in Chatter
- See multiple files attached to a feed item in the main Chatter feed—only the first attachment is displayed (Salesforce for Android only)
- View file types other than: .doc, .docx, .pdf, .ppt, .pptx, .xls, .xlsx, and all image files, including .gif, .jpg, and .png formats
- Create, rename, or delete library folders
- Share a file you have Viewer access to
- Move files in libraries into folders
- Access Files from the navigation menu if you’re a high-volume portal user
- Upload files using the Good Access secure mobile browser
- Assign topics to files in the main Chatter feed (downloadable apps only)
Content Libraries and Files
The support for Salesforce CRM Content in the Salesforce for iOS is geared towards letting users view and share content. Other activities, such as managing or contributing to libraries, aren’t available in the app. Here’s how working with content libraries is different from what users can do in the desktop site.
- The Private Library folder isn’t available. Instead, a user can access the files in their private library by selecting the Owned by Me filter in the Files list on Files home.
- When viewing libraries, the top content, popular tags, recent activity, and most active contributors sections aren’t available.
- Users can’t:
- See content detail pages
- Upload and publish new or revised files to libraries
- Publish web links in libraries
- Edit content details
- Add, edit, or delete comments
- Delete files (Salesforce for iOS and Salesforce for Android)
- Move files to different libraries
- Use tags to classify or filter content
- Subscribe to libraries, files, authors, or tags
- Provide feedback on content, or review feedback on content
- Delete, archive, or restore content
- Content search options like filtering by file type, author, or library name aren’t available. But users can use global search to find files in libraries.
- Creating or managing content deliveries isn’t available, including generating an encrypted URL for sharing files and content packs with customers.
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