Questions tagged [document]

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1answer
26 views

CPQ How to Hide Preview Button

Is there a way to hide the "Preview Button" while generating a document within CPQ?
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0answers
30 views

Classic Email Letterhead

Is there a way to create professional letterheads similar to Classic Email Letterhead with Lightning? If not is there a way to use a file in the Classic Email Template instead of a document?
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0answers
9 views

get mass document and related body in one webservice call

I actually want to retrieve many documents from a salesforce org to another using the salesforce API. I managed to get export the docs but the content is not return in the same webservice. Here is ...
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0answers
12 views

Auto-append file name on esignature

When we attach multiple files in adobe sign in Salesforce by pressing the e-signature button on any agreement record, the filename gets auto-appended in sequence with "_" pattern Example - "_0" then "...
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0answers
34 views

LWC: How to access clientHeight from within a component

I currently have document.documentElement.clientHeight in one of my LWC components. However looking at the latest release notes for Winter '20 it seems like this way of accessing the clientHeight will ...
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0answers
22 views

PDF Failed to Load Error while Combining Blob Data to merge Documents

I have a requirement to combine blob data to create a single PDF File, and store them in attachments. While doing so, I am not able to preview the document created, which indicate that there is ...
1
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1answer
43 views

Alternatives to Static Resource

Our org has exhausted the limit of static resources. Mostly used in storing badge images for the certifications and exposed as a downloadable URL on customer community. I want to remove these images/...
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0answers
18 views

Formula field in word template mail merge

I'm trying to include a formula field in my word template to do mail-merging but my formula field does not appear. Other custom fields shows properly but not my formula fields. Any help?? Thanks in ...
1
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1answer
167 views

Document.fullScreen API implementation in Lightning Web Components(LWC)

I was trying to achieve full screen on an element in Lightning Web Components but was unable to use Document.fullscreen API. I tried var elem = this.template.querySelector('svg'); if (elem....
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3answers
33 views

SDOC extract compound field values

Is there a way to extract the values from a compound field, such as the 'mailing address' on the contact record?
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0answers
55 views

Compnay Logo on User Email Signature

We want to inlcude user email signature along with company logo for our outgoing emails from SF I did tested it by adding under email settings and img src which I created a record in Documents and ...
1
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0answers
132 views

Display a PDF in Salesforce from Blob data

For our project, we need to get a PDF via API from an external private filestore, and display it within a Lightning Component. With the blob that is returned, if I set that to the src of an iFrame, it ...
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0answers
73 views

Not able to send email with HTML template (S-Docs)

My following code is working for generate the s-doc as expected but it is not sending email with HTML template. Id sDocTemplateId = [Select Id from SDOC__SDTemplate__c where Name = 'PDF template' ...
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0answers
21 views

Share the public link of a contract from a community

Hello, I develop a community and I need to display a button when the customer click on it, he download the file which is a PDF file stored like a file in a contract record. I read the documentation ...
1
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1answer
36 views

Add Image to External Objects

I have created an External Object Customer . I need to add documents as well such as passport pic & pdf document. The data is now saved as binary from the database that I load data from. My ...
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1answer
150 views

Disabling 'Populate Custom Fields When Uploading Files' feature

I'm using lightning:fileUpload component to load files, and I came accross a new, unnecessary feature. Recently when adding file, the button on popup window displaying uploading status changed from '...
2
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1answer
517 views

Need to give guest profile access to documents

I need to give the guest user profile access to view files/documents (PDF, Excel, Word, etc.). I have a public Customer Service/Napili community with Knowledge set up. Guest users can see the ...
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1answer
232 views

SteelBrick - Generate Document in Word(doc) Format

In SteelBrick CPQ, is it possible to generate the document in docx format? If yes, how?
2
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1answer
431 views

Save text in Document object of Salesforce in ISO-8859-1/ANSI/ASCII format

Text in Document object of salesforce are being saved in UTF-8 now, but I need to save it in ISO-8859-1/ANSI format. When I do the following, and try to download the document and look at it's ...
3
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1answer
40 views

Using Apex or API, how to determine who has access to a Document Folder?

In Salesforce UI, I can assign access to Document Folders. How can I determine who has access to a Document Folder with Apex or API? I thought I would find an object like "FolderMember" or similar, ...
2
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0answers
41 views

Salesforce weekly data export and GDPR compliance

Many customers leverage the Weekly Data Export function to download Salesforce data. How can one still leverage this function while being GDPR compliant? Would uploading the zip folder to ...
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1answer
95 views

Dynamic Contract Templates generation

We're willing to automate the creation of the Contract Pdf sent to the client in order to get a subscription package to our services. We've checked some existing solutions in AppExchange like Conga\...
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2answers
935 views

Jquery document.ready function is not working after calling apex method

I have jquery document ready issue. I wrote the below code and document.ready function is working until the apex method is called. Once apex method is called, the event is not firing. I need some help....
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1answer
18 views

Saved image in Documents and I need to reference as URL

I have an image that I have saved to Documents object in Salesforce. I need to be able to reference this as a URL I keep seeing reference to servlet url, but nothing on how to build one: /servlet/...
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1answer
450 views

I want to insert the json file into documents object through lightning

My code is: @AuraEnabled public static string savedocs(String con, string name){// parameters i am getting from Js healper class. Here con is the JSON string contains list of object data. ...
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2answers
528 views

How to move all the documents to File to make them available in lightning

We have a requirement where we need to move all the documents to File to make them available in lightning. We tried to export all the documents using fileExporter (AppExchange app), but we are facing ...
0
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1answer
44 views

How to attach a document to Contract that has fields auto populated and formatting saved

I am trying to automatically attach a document to the Contract Object when I create the object, but with fields auto populated (think DocuSign). I've tried a few things in Apex, but keep running into ...
1
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2answers
652 views

Can I display video in Lightning Component which is stored in Documents or SF Files?

With Static Resources it works fine, but if I'm trying to use Documents and Url like /servlet/servlet.FileDownload?file=0698E0000008w5e as source URL for <source> tag - it prevents me from ...
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1answer
288 views

Uploading from large CSV file without Dataloader?

I'm trying to upload a csv file from VF page. I'm using the inputFile component within apex:Form tags, and using blob data type in controller class and then converting it to string. The problem I'm ...
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0answers
561 views

REST API: Insert or Update Blob Data

Looking to the community for some help on this one.. I've been using postman to deliver a multipart message with the binary data to upload a document to a document folder through the REST API. The ...
1
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1answer
611 views

Add watermark to PDF document [duplicate]

Is there any way to add watermark to certain PDF files stored in document folder? We would like to do a dynamic watermarking capability to the documents with confidential information of user who ...
0
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1answer
402 views

Getting a Document image in a custom HTML template?

I have a custom html template with an image tag like: <img src="{!companyLogo}" /> Then, in my controller that sends emails, I get the body of the custom html email template and replace that ...
3
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1answer
253 views

What contributes to Salesforce File Storage?

I was asked by one of my colleagues to delete the the files of one inactive user since he's currently the top user by file storage. I know I can delete some of his files in the documents tab but is ...
0
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1answer
139 views

apex:image on visualforce page not updating on page reload when user updates the image document it uses

When a user uploads an image on my Visualforce page, it correctly adds or updates the document in a document folder in Salesforce. When the document is added or removed, if I refresh the page, the ...
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2answers
791 views

How exactly do you update/insert documents in apex?

I have a very simple update here: Document emailDoc = emailLogoDoc[0]; emailDoc.Body = newLogoData.emailLogo; emailDoc.Url = Url.getSalesforceBaseUrl().getProtocol() + '://'+System.Url....
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2answers
48 views

why salesforce developer docs are not opening?

I am not able to open the salesforce developer docs in my browser. Anyody facing the same issue? Please let me know the solution for this. example: https://developer.salesforce.com/docs/atlas.en-us....
1
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0answers
27 views

Tool to extract Documents on basis of list of IDs [duplicate]

Does anyone know of a tool that if I have a list of Document IDs (from Document Object) I can download the files attached to them? Dataloader seems to just want to give me a body string of Bytes, not ...
3
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0answers
850 views

Email images not displaying ONLY in Outlook Desktop

EDIT: I posted a similar question (attacking this problem from the Outlook end) over at Super User: link I have an email template that uses a letterhead with an image (document) at the top. I have ...
0
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1answer
731 views

Document and ContentVersion

I am trying to understand the relation between documents and contentversion. When i queried documents, it returned 100+ records but when i queried contentversion it returned only 1. Please help me ...
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0answers
36 views

Salesforce PHP API : Creating folder

I am getting error when trying to create a document folder in Salesforce using PHP toolkit. Below is the code that I used. $createFolderFields = array ('name' => $sf_folder_name, ...
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0answers
394 views

Not able to save quote document as pdf display from the visualforce page

I have one visualforce page called : QuoteDetail. This page have button called : Generate PDF. This Generate pdf open up a popup with selection (checkboxes) 1. Remove items with no quantity 2. Show ...
1
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0answers
30 views

Sending Documents From a Developer Organization

I am developing an application in a developer organization which sends emails via POST requests using an external API. Back in February or so I was able to send Salesforce Documents as attachments in ...
0
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1answer
483 views

File Name and File Extension not displaying after uploading file into Salesforce Document

I'm a beginner in Salesforce and I appreciate if anyone can help me. I just want to upload a .pdf file in Salesforce documnent using C# console application. Which works perfectly using this code: var ...
-2
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1answer
819 views

Apex Uploading PDF Failed to Load

There isn't any error after my Codes upload the File to the Document Folder. But When I try to view the file that was uploaded I keep getting a Fail To Load PDF Document message. Can Someone tell me ...
2
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2answers
119 views

Documents in Customer Communties

Am trying to add help link in a visualforce page which points to pdf uploaded in documents tab.But looks like documents is not available in Communities.What's an alternative for adding this help ...
1
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0answers
28 views

Is there a way to scan a document directly using a vf page or a button script?

I want to scan document without installing any desktop applications or salesforce packages, and to save that directly scanned document as an attachment in an object. Is there a way to do this?
1
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0answers
31 views

report on content custom field

is there a way to report on custom fields of content attached/related to an account? Scenario: I have multiple record type for Salesforce Files. When uploading document to Library I can chose the ...
2
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1answer
4k views

Where are the documents from the Documents tab in Lightning?

Our org has switched to Lightning recently and, as expected, there is no Documents tab. From what I've read the equivalent to Documents in LEX is Files. I would like to know where are the actual ...
0
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1answer
4k views

Relationship between ContentVersion object and Document object

I currently have the ContentVersion information of a file I'm uploading, is there any way to find the Document Id using this info? Maybe through ContentDocumentLink or ContentDocument? I wish to ...
1
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1answer
70 views

Accessing and updating Keyword in the Document Object

I've a got a strange question, (at least I assume it's strange, I can't find anything like it online) Essentially I'm looking to access the Keywords section of the Document object, I have a trigger ...