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We have been using Notes and Attachment to store files related to the record. I also read about Files in salesforce.

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

  • you may want to see this help.salesforce.com/apex/… – Ratan Paul Aug 25 '16 at 9:22
  • @Ratan Thanks that was a helpful document. Is it possible to relate the File to a particular record like we have parent id in Attachments – Prady Aug 25 '16 at 9:53
  • ContentDocumentLink is the place to look – cropredy Aug 25 '16 at 14:45
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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]

Each type comes with their own limits,refer to salesforce help for further details.

  • Thanks.. Is there a way to show that a particular file is related to an object record or group of object records so they are visible on the related list of that record – Prady Aug 25 '16 at 10:02
  • As far as i know you can't use salesforce content management files for this.The best option for this would be chatter files if you are not happy with some limitations on attachments. Refer this link i found from googling: salesforce.com/blog/2012/04/… – Sravan Alaparthi Aug 25 '16 at 10:21

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