Salesforce files, an external repository empowers users to share and collaborate on files, store files privately and follow files that are essential.

Introduction

Salesforce files, an external repository empowers users to share and collaborate on files, store files privately and follow files that are essential. Using files connect feature enabled in org, can browse, search and share files that are stored in an external data source right within Salesforce platform. Posting files to chatter feeds results effective collaboration with co-workers.

Business Problem

File sharing feature within the organization or external has been a problem and this affects productivity & on-time delivery.

Solution

The problem can be solved with share files via link functionality.

Create and share a file link in Salesforce classic

1. On Files home —Click Upload files, select a file from your device, then click Sharing Settings and choose Anyone with Link. Copy the link provided to share with people inside or outside your company.

2. On the Home page—Click Create New | File, click Choose File and select a file from your computer, then click Share via link from the drop down menu.

3. On a file detail page—Click File Sharing Settings | Via link.

4. On the Sharing Settings dialog box—Click Anyone with link from the Share with list.

5. Next to the file on the Files page, the Files Owned by list, or the Group Files list—Click | Share via link.

6. Next to the file in a feed or on a file hover—Click More Actions | File Sharing Settings, then click Anyone with link from the Share with list.

7. Click Copy if available (or copy the link manually), and paste the link into an email template. File link recipients can only view and download files.

Create and share a file link in Salesforce lightning

1. From files home or files related list on a record, right click on a file and select public link

2. Can additionally right click on a file and clock share to open the sharing dialog box. Here, create a link who can access using public link sharing or use / copy paste a link that’s already been created