How to upload to “My Personal Documents” in Salesforce

In this Salesforce Tutorial, we will learn how to upload to “My Personal Documents” in Salesforce Classic 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 “My Personal Documents”.

If you want to learn how I uploaded my personal files to “My Personal Documents”, go through the complete tutorial. The following are the topics that we will cover in this salesforce tutorial:

• My Personal Document in Salesforce
• How to upload to “My Personal Documents” in Salesforce Classic

My Personal Document in Salesforce

Salesforce provides users with the facility to store their personal files and documents personally in the “My Personal Documents” workspace.

“My Personal Documents” is a private document library and only the user who uploaded the files in it is allowed to access it. We can store different types of files such as images, presentations, spreadsheets, etc.

In addition to this, we can also use the “My Personal Documents” library for sharing personal files, attaching various files to records, ensuring the updated document is uploaded, etc.

Basically, it is the personal document library that is used by Salesforce users, to store their personal files separated from their business files.

Moreover, the user is able to use all the uploaded files and documents in the “My Personal Documents” library in various records such as accounts, opportunities, letterhead, email templates, cases, etc.

So, we can conclude that “My Personal Document” is the salesforce feature that allows user to save their personal files and documents securely.

With this, we have learned about Salesforce’s “My Personal Documents”. Now, we will proceed and learn to upload the documents in “My Personal Documents” in Salesforce Classic.

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How to upload to “My Personal Documents” in Salesforce Classic

Here, are the steps to upload to “My Personal Documents” in Salesforce Classic Component.

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 document to the personal document.

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

Step 4: Click on the “New” button to upload new personal files and documents.

Step 5: Enter the “Document Name” and the “Document Unique Name” is populated automatically. Here, I enter the document name as “Tsinfo Logo”.

Step 6: To make the file and document visible in the various records check the checkbox next to “Externally Available Image”.

Step 7: If we want to make the documents internally available and don’t want to share it check the checkbox next to “Indicate Document is Internal”.

Step 8: We can also add the “Description” and “Keywords” related to the document or file.

Step 9: Now, select the file that we want to upload by “Choose File”. Or we can also create the reference link to the file in the “Path/URL to reference”. Here, I choose a file named “logo.jpg”.

Step 10: To finally save the document in the “My Personal Documents”, click on the “Save” button.

Step 11: If we want to cancel the in-progress upload process, click on the “Cancel” button.

Step 12: Here, is the look of the document after the process of uploading.

With this, we have successfully uploaded personal files and documents in My Personal Documents in Salesforce Classic.

Conclusion

With this, we have learned about the “My Personal Documents” library in Salesforce with its use cases and benefits. In addition, we have learned how to upload to “My Personal Documents” in Salesforce Classic Component.

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

• My Personal Document in Salesforce
• How to upload to “My Personal Documents” in Salesforce Classic

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