Questions tagged [document]
The document tag has no usage guidance.
145 questions
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Omnistudio serverside Document Generation Images
Perhaps someone faced the following problem:
I'm trying to generate a PDF using the omnistudio documentgeneration process using Apex (server side), but I can't dynamically insert a photo from a record....
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20
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How can we add a File Link to the Record in Salesforce user interface?
Looks like we can add a file link using Dataloader or sf data upsert bulk command by populating ContentUrl field but we can't really do the same thing in the User interface. Is this a platform ...
- 17.8k
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68
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Use multiple nested object information to generate documents using Salesforce OmniStudio
I am trying to configure Omnistudio to generate a document using fields from multiple objects listed as follows.
Account-->Order-->Order Line Item --> Invoice
Here is the SOQL query that I ...
- 2,998
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107
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POSTMAN form-data in APEX
I have a problem, I have a call in postman to add a document in base64 with some information that works fine:
data and dataExp are a series of metadata to classify the document and in content64 is ...
- 502k
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83
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Visualforce Blobs variables in apex code
I'm here to tell you about a problem I'm having and what I think should work is not working for me.
The main problem is that I am integrating Salesforce with a new document manager. The administrators ...
- 31
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159
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Possible reason for inserting a ContentVersion causing a row lock error on ContentFolder?
I've got some code to insert a ContentVersion in a Queueable so that it can be read later by another Queueable or a Platform Event once all the files are prepared.
The insertion is nothing fancy:
...
- 14k
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1
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1k
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Is it possible to have folders under the Opportunity / Notes & Files tab?
I tried to find out if it's possible to create folders where files can be stored, but all I can find is having the "File" tab separate and accessing the folders there through Libraries.
Once ...
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91
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Salesforce Branding for Mobile Metadata
Is it possible to retrieve metadata for settings of Salesforce Branding for Mobile application?
I have found only metadata for logo stored in documents/Salesforce_Branding_Resources but it is nowhere ...
- 109
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2
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1k
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Possible to download ALL attachments from all my customer accounts in one go?
Having a Legal review of my customers accounts where we store all the signed legal agreements inside.
Is there any known way to download all attachments from my 300+ Accounts?
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100
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Is there a good mechanism for making small images such as logos publicly available?
I read that "public" static resources are only accessible if already cached which probably explains sporadic results I've had:
Public specifies that the static resource data cached on the ...
- 137k
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4
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1k
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Navigate to the Documents Tab
I'm trying to "navigate to the documents tab" to add a image file to use as an application logo. Try as I might, I can't find the documents tab. Can someone give me step-by-step instructions ?
I'm ...
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299
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How to save a report's result as a csv document in salesforce
I have a report that needs to run monthly and save its result as a CSV document inside salesforce. The report is currently scheduled to run and send the result as an email but the request is to change ...
- 928
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1k
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Check if any input on the page is focused lwc
I want to execute some logic in specific moment(from my LWC) if no Inputs has the focus on my Page.
So I want to know if there is the focus on some input on the page ?
(Logic is executed from an Event ...
- 1,713
-1
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1
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383
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Querying all documents(files) in folder
I have a folder with lots of photos. I am trying to access the files of that specific folder, preferably via API.
I am able to query a specific document in that folder via the document endpoint with: /...
- 73.2k
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1
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860
views
Unable to get all elements in List<Dom.XmlNode> [closed]
I'm trying to iterate through a List<Dom.XmlNode) in order to get all elements, but I am only able to get the first two (header - body)
Here's my code:
String xml='<soapenv:Envelope xmlns:...
- 64k
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4
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272
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?
- 138
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2
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11k
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Displaying image in visualforce page from document as well as from object
I want to display two records Last name, upload_image from contact object, where upload_image is a rich text field and which is used to store an image in that field. But all the records in object does ...
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757
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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?
- 31
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995
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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 ...
CommunityBot
- 1
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309
views
Create Custom fields on Document object
Is it possible to create Custom Fields on Document object. If not is there documentation which says that custom fields cannot be created on Document Object.
- 1,363
4
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2
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931
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REST API Sobject GetUpdated/GetDeleted on sobjects returns The requested resource does not exist
I am trying to use the following -
http://www.salesforce.com/us/developer/docs/api_rest/Content/resources_getupdated.htm
On 'Document'.
Authentication and everything is successful, even calls to '...
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404
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Salesforce integration of quip (Free trial)
Hello i want to integrate Quip in a salesforce sandbox to create a Proof of concept for a client. I created a quip domain with the free trial. Than in the domain i linked it to my salesforce sandbox. ...
1
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2
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597
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How to create a document with previously used developer name?
I am getting an error 'Unique name already used'while creating a document with which was deleted previously.
I want to re create the same document with the same developer name. Let me know how to ...
1
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111
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Posting a Document as per ApiDoc always fails with error 400
I have taken the Api Documentation for uploading a document to SalesForce.
After trying to get it to work in my usual programming language and failing I have decided to try it directly in the console, ...
- 111
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827
views
Generate external link for Document download
I'm trying to generate an external download link for a Document record I've created previosly on my org.
I've tried with
URL.getSalesforceBaseUrl().toExternalForm() + '/sfc/servlet.shepherd/document/...
- 1,036
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1
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81
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How can I query files uploaed by other users?
I tried to sample code from the Quick Start Guide
And I want to get file information which is uploaded by any users in my Salesforce.
What I tried query is
SELECT name, folderid, authorid, ...
- 407
3
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1
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275
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, ...
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1
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271
views
Document not uploading to notes and attachments from VF page
I have a VF page where the user is to upload a file and a custom controller to save this to the notes and attachments section of the object record.
I'm receiving the following error when hitting the ...
- 13.2k
0
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1
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563
views
Display an image (document) in a word document (generated from visualforce)
I would like to display an image (which is a document externally available) in a word document (generated from a visualforce page).
The point is that works only if the image URL is with a HTTP and not ...
- 633
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2k
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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 ...
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777
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Document/Static Resource URLS in Email Templates in Source Control
Let's say that I have a Document or a Static Resource which stores an image that I use in an email template. The .email file within my project directory will have something that looks like this:
<...
- 1,635
6
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1
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31k
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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 ...
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0
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24
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How to get email attachments for classic users to come from Files rather than Classic Documents [closed]
When a user in the Salesforce Classic interface creates and email and wants to attach a file, Attachments from Classic users come from (Classic) Documents, Attachments from Lightning users come from ...
- 11
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2
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14k
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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 ...
- 109
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3
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3k
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images not displaying in word document
I am generating word document. In the document images are not displaying in header. Images are getting from documents. Below is my code..
My VF Page:
<apex:page standardController="...
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1
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1k
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CPQ How to Hide Preview Button
Is there a way to hide the "Preview Button" while generating a document within CPQ?
- 380
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1k
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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 ...
- 5,039
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457
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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/...
- 1,996
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1k
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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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1
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1k
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How to use servlet.shepherd for downloading public documents with Sandbox?
I'm presently using this for our production, which is working
ServletShepherdBaseUrl = @"http://companyname.force.com/sfc/servlet.shepherd/version/download/";
What would be the equivalent for me to ...
CommunityBot
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2
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2k
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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 ...
- 556
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103
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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 ...
- 33
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524
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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' ...
- 105
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813
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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 ...
- 413
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147
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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 ...
- 731
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215
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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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1
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2k
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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 ...
- 11
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449
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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 '...
- 21
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647
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SteelBrick - Generate Document in Word(doc) Format
In SteelBrick CPQ, is it possible to generate the document in docx format? If yes, how?
- 104
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2k
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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 ...
- 502k