Activity Forums Salesforce® Discussions Files vs Attachments in Salesforce

  • Kumar

    Member
    December 19, 2016 at 1:51 pm

    Hi all,

    I have been using Notes and Attachment to store files related to the record.

    How are Files different from Attachment? Are there any limitations or benefits of using Files instead of Attachments?

    Are Files available for all editions of Salesforce?

    Is it possible to link Files to particular records so they are visible as related list? I tried looking into the content version https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_contentversion.htm but cant seem to find anything to relate to a record.

  • sushant

    Member
    January 12, 2017 at 2:34 pm

    Hi Kumar,

    Files refer to salesforce content management system.you can create libraries for files and manage their access. Files tab is the place for these.Refer link below:

    [https://help.salesforce.com/apex/HTViewHelpDoc?id=collab_files_overview.htm&language=en]

    Notes & Attachments are something specific to each record. you can control wether attachments are allowed on an object or not by a check box on object settings.Access to each record controls access to its attachments.

    [https://help.salesforce.com/apex/HTViewHelpDoc?id=notes_fields.htm]

    Thanks

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