How to upload files in Salesforce

In this Salesforce Tutorial, we will learn how to upload files in Salesforce step by step.

While working in an organization that uses Salesforce as a CRM tool, I got a requirement of storing personal files and documents within Salesforce. So for this, I have uploaded all the files to the “Files” tab.

If you want to learn how I upload files in Salesforce Lightning and Salesforce Classic go through the complete tutorial. The following are the topics that we will cover in this salesforce tutorial:

• Upload Files in Salesforce
• How to upload files in Salesforce Lightning
• How to upload files in Salesforce Classic

Upload Files in Salesforce

In Salesforce, file upload is the process of uploading, storing, and managing files. We have an object named “File”, where we upload files such as images, documents, videos, gifs, music, etc within Salesforce.

And to upload these files, we can select them from the computer or we can also integrate files from other applications such as iCloud, Google Drive, Dropbox, etc.

In addition, once the file is uploaded successfully we can manage the files. We can add the information to the uploaded files. Even we can set the permissions for the files.

Moreover, we can easily share the uploaded files with different users as they are stored in a central location. And we can also upload the latest version of the image.

As the “Files” feature is a newer version of uploading files or documents as compared to the “Documents” feature of Salesforce. Therefore, it is the more flexible and advanced way.

With this, we have learned about uploading files in Salesforce Lightning. Now, we will proceed and learn the procedure of uploading the files in Salesforce Lightning.

How to upload files in Salesforce Lightning

Here, are the steps to upload files in Salesforce Lightning:

Step 1: Log in to Salesforce Lightning mode, navigate to the right corner of the page, click on the gear icon (⚙), and from the dropdown menu (⬇) select “Setup”.

Step 2: To upload the files, move to the left-hand side, click on “App Launcher”, search for the “Files” tab, and select it.

Step 3: Click on the “Upload Files” button located on the top right side of the screen.

Step 4: Now, the Windows computer upload folder pop-up is opened, select the file that we want to upload and click on the “Select Files” button.

Step 5: Once the file is loaded successfully, click on the “Done” button.

Step 6: Once the file is successfully uploaded, click on the dropdown arrow at the end of the uploaded file. Now, to enter the additional information related to the uploaded file click on “Edit File Details”.

Step 7: It will open the pop-up window to add detail, add the description related to the file and click on the “Save” button.

Step 8: If you want to download the file, click on the “Download” button.

Step 9: If you want to share the file, click on the “Share” button. Then, select “Share People” and select the restriction. Finally, click on the “Done” button.

Step 10: If you want to share this file publically, click on the “Publick Link” option. Now, create a link, copy and use it.

Step 11: If you want to view the detail of the uploaded file, click on the “View File Details” option.

Step 12: Maybe in the future, you need to upload a new version of the file. For this, click on the “Upload New Version” option, choose the new file, and upload it.

Step 13: Even if you want to delete the uploaded file, you can delete it by clicking on the “Delete” option.

With this, we have learned how to upload files in Salesforce Lightning. Now, we will proceed and learn to upload the files in Salesforce Classic.

How to upload files in Salesforce Classic

Here, are the steps to upload files in Salesforce Classic:

Step 1: First, we need to log in to Salesforce Classic. For this, click on “Avatar” and select “Switch to Salesforce Classic”.

Step 2: Click on the “Plus Icon” (➕) in the top tab bar of the screen to upload the documents to the files.

Step 3: Search and Select the “Files” tab from the list of tabs.

Step 4: Click on the “Upload Files” button located at the top of the screen or by dragging and dropping the files directly. If you click on the “Upload Files” button, select the file that you want to upload by clicking on the “Select Files” button.

Step 5: Once the file is loaded successfully, it is automatically uploaded.

Step 6: If you want to download the uploaded file, click on the “Download” link on the left side of the page.

Step 7: If you want to share the uploaded file, click on the “File Sharing Settings” dropdown. From the dropdown select the different options as per your preference “Share with people”, “Share with groups”, “Share via link”, etc.

Step 8: If you want to upload the newest version of the already uploaded file, click on the “Upload New Version” link and select the file that you want to upload.

Step 9: We can also change the details of the uploaded files such as “Name” and “Description”. For this, click on the “Edit Details” option and then click on the “Save” button.

Step 10: Even if you want to delete the uploaded file, you can delete it by clicking on the “Delete” option.

With this, we have learned how to upload files in Salesforce Classic. 

Conclusion

With this, we have learned about Upload Files in Salesforce with their functionalities. In addition, we have learned the procedure of How to upload files in Salesforce Lightning and in Salesforce Classic.

Moreover, the following are the topics that we have discussed:

• Upload Files in Salesforce
• How to upload files in Salesforce Lightning
• How to upload files in Salesforce Classic

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