Questions tagged [document]

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1answer
212 views

Salesforce Document Upload through CSV file

My requirement is to upload the documents in Salesforce Documents object through CSV file using dataloader.io. There are approx 10,000 documents that I have to insert in Salesforce. I am creating the ...
2
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1answer
632 views

Bulk API - Upload documents (files and URL) through CSV

I have tried uploading files through CSV using Bulk API's createBatchWithFileattachment() call. It basically goes like this: createBatchWithFileAttachments(JobInfo jobInfo, InputStream batchContent, ...
2
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0answers
32 views

facing problem with Word 2016 , 2010 and 2013 table and text mismatch [closed]

I am facing a problem where I'm generating Word docs from custom VF pages, I'd built these pages for Word 2010 , however, all the tables and text are a little out of shape for Word 2016. This is ...
2
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2answers
1k views

Replacing HTML Document error

We have a html document which we're using in SF Community and I'm trying to replace it. But I get the following error: Error: The branding document folder where the logo image is stored is ...
0
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2answers
6k views

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 ...
1
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0answers
57 views

Difficulty managing access to Document using Profiles and the Metadata API

We are having trouble managing the permissions associated with Document via the Metadata API. We are using ant to both deploy and retrieve the metadata files. In order to deploy successfully we can: ...
1
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1answer
568 views

DOM Document with XMLNode class does not giving perfect result

I need to implement a visual force page which contains two inputTextArea boxes. These textboxes should form like one box is left side for input and another one is right side to display result. This ...
2
votes
1answer
347 views

Uploading Document (files) to Attachment object

If I want to upload files into attachment object in SFDC, I can give the file path (drive location where file is available) in File location column and then upload to SFDC Attachment object. If my ...
0
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1answer
46 views

Getting Attempt to de-reference a null object in DOMParser in salesforce

I wrote a class which given below. public class DomDocument { Public void parseXmlFile(String xml){ Dom.Document doc=new Dom.Document(); doc.load(xml); Dom.XmlNode node=...
1
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1answer
449 views

How to pass the XML as a url in DOMParser

I found the following details from the Reading and Writing XML Using the DOM in online salesforce. As in the page shows, following one is XML file. <address> <name>Kirk Stevens</...
0
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3answers
356 views

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 ...
0
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1answer
19 views

Is there a secure way to view an attachment in a record for outsiders?

If a user adds an attachment to a record, is there a secure way to share that attachment to people outside of Salesforce who doesn't have a Sf license or is there some other way to do this?
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0answers
56 views

How to handle different types of attachments

I have a requirement that a client would like to store financial related documents and other types of documents as attachments in a record. They want to be able to be able to tell the difference ...
1
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0answers
313 views

Get image from documents with file extension

I would like to get the URL from an image to display in a page that is going to be rendered as .doc. My problem is that while PDF is easy to render, just setting the renderAs attribute on the page, ...
0
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1answer
1k views

Where Are Attachments Stored? [closed]

I have uploaded the document in a Visualforce Page by using custom controller. But I don't know the exact location of attachment. Its not in My Document.
1
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1answer
2k views

How to upload to “My Personal Documents”

In Salesforce, editing an app, one option is "Choose the Image Source for the Custom App Logo". When I click the "Insert an Image" button, it pops up a window to add a file from a dropdown "My ...
0
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0answers
29 views

Printed out Account Review

I have 100 accounts that I am reviewing. I have taken data from many different sources and now need to back this up with data that is printed out from either Salesforce or mail merged from an excel ...
1
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1answer
557 views

Show formula field image in Visualforce Site

Image is showing up in internal visualforce page but not showing up in external visualforce site page.I have stored image in document and made it externally available and document folder is accessible ...
2
votes
1answer
574 views

Way to use relative URL vs hard coding document ID?

How can you use a relative URL for an image file inside documents vs hard coding the document ID in HTML? I have an org to spin off templates that use images with the src linked to the document ID, ...
1
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1answer
1k views

How to fetch images on VF Page which were stored in a Document folder

I want to create a VF Page which displays data about doctors. Along with general attributes like name, fee, schedule, I want to fetch image of the doctor on the page which I uploaded in a Document ...
0
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0answers
730 views

Documents - Public Folder Access

What is the significance of the "Public Folder Access" access level - "Read Only" / "Read/Write" of a documents folder. How do we control the access of users to documents or document folders? CRUD is ...
0
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2answers
1k views

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="...
2
votes
2answers
176 views

Collaboration of Files

In order to manage Collaboration of Files, I am really confused about whether to use google drive or dropbox or anything else with salesforce. My needs are admin will upload documents, word document ...
1
vote
1answer
310 views

Field is not writeable: QuoteDocument.Name

Is there any way to go around this and write the name of the new QuoteDocument and then Insert it ? One way that I thought about it is to create a new quote just before inserting it, but then the ...
-4
votes
1answer
76 views

Could anyone help in writing a test class for this batch class? [closed]

global class HIPIBatchJobContractRetentionDelete implements Database.Batchable<sObject> { global database.querylocator start(Database.BatchableContext BC) { String query = 'select Id,...
0
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1answer
1k views

converting xml response using Document class and xmlNode

I have to actually generate the following xml into a dom object, but failing to do so. This is my actual XML response : <Fault xmlns="http://schemas.microsoft.com/ws/2005/05/envelope/none"> &...
1
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2answers
74 views

Can I view field history tracking for the documents object?

I cannot find the object to create a report type. I'd like to track the who changed / replaced a document
-1
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1answer
105 views

Inserting a PDF Record as attachment Maximum view state size limit (135KB) exceeded [duplicate]

I thought maybe I can do a work around of this issue "Maximum view state size limit (135KB) exceeded" by having the user insert all the document into salesforce first then select the documents that ...
1
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0answers
113 views

'In person signing' with Echosign and salesforce

Our sales team need to be able to produce contracts off the back of opportunities within SF and present them to people in person to sign. Ideally looking for a slick process maybe on iPads. We ...
1
vote
1answer
3k views

Converting Attached PDF into base64

Currently I am letting user to upload multiple PDF Files. Now I have created a service outside of salesforce that will merge multiple PDF into one. I need to convert those PDF Files into base64 in ...
1
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0answers
28 views

Grant different access to documents folder for different groups

I have a document folder and two user groups that need different access for them: one of the groups should be able to create documents in the folder, the other group should be able to read documents ...
1
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0answers
38 views

How to expose salesforce documents to google search

I am just wondering is there any chance to expose the documents that are stored under Documents tab in salesforce to Google search. In salesforce i am storing few docs under Documents tab I am ...
1
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3answers
3k views

Access Document(pdf or doc) without Salesforce login

I have 3 Document records with pdf, word document & image respectively. I need to show the files outside Salesforce(i.e without salesforce login). All of the records have 'Externally Available ...
1
vote
1answer
2k views

How to attach PDF files into an email

We have a visualforce page, we want to make the visualforce page convert to PDF and saved in document and after that we want to attached the body/document as PDF on email. The problem is that the ...
1
vote
1answer
93 views

Easiest way to display a pdf with detailed instructions for users (can be URL)?

I have converted an Excel doc to a pdf I have stored in Google Drive and saved it with permissions so anyone with the link can view. I'd like to make it available in Salesforce on all records of my ...
1
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0answers
153 views

how to use External object in S DOC as related list

We are new to SDOC, we are trying to add the external object as related list in the SDOC template editor. but we are getting the below eror, **"No such column 'createdDate' on entity 'Orders__x'. If ...
4
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1answer
134 views

Change in ImageServer Behavior?

We have an app that manages images in Salesforce. Part of the functionality is generating Document records that are externally available, then saving the externally available link in a field on a ...
0
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1answer
376 views

Grant document folder access for a Profile

I would like to give all users with a certain profile access to a Document Folder I have created. However, when I edit the folder, I am only able to grant access to Roles or Public Groups, I am not ...
2
votes
0answers
401 views

Preview .doc document on visualforce page before downloading

I need showing preview .doc document before downloading, on visualforce page. After researching, I have seen google viewer and I have tried but I couldnt run it. Do you have an working example code ...
1
vote
0answers
68 views

Override Standard Documents Home Tab/Document Detail Page

Is it possible to override the Documents home tab or Document detail page's buttons, links, and actions or page layout? Salesforce describes how to override standard buttons and tabs here, but this ...
0
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1answer
735 views

disable an input field when command button clicked

I have below piece of code where click on Coach button needs to disable input field Outcome. I have placed that in below code which is not giving desired output. Can someone please let me know? Apex ...
2
votes
1answer
287 views

Parse XML fails with null object dereference

I have below code that fails to execute in developer console, I receive the following error: Attempt to de-reference a null object. Can someone please help here? Apex class: public class ...
1
vote
1answer
2k views

How can I display a document image in a VisualForce page so it works in a managed package?

I am making a managed package that contains an app that uses a document type image as a logo. I use the same logo on a VisualForce page in the same package, but that file is actually stored as a ...
3
votes
1answer
241 views

How do I generate 2 different documents from the same VisualForce page?

I've figured out how to open a VisualForce page that autogenerates a Word document using a button click: <apex:commandButton onClick="window.open('/apex/GrantDoc?id={!Grant__c.Id}');" id="...
2
votes
1answer
2k views

Download a pdf file onclick

I want to develop a visualforce page with "download pdf" link. So that when user clicks on the link, related pdf file will be downloaded. How would I set that up? The pdf file has already been ...
1
vote
1answer
765 views

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 ...
1
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3answers
4k views

Display images from Salesforce Document folder

I currently managed to display some images(from salesforce Documents folder) on an extracted Excel sheet from Salesforce but I have hard coded the document Ids. So this might not work after creating ...
0
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1answer
24 views

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, ...
5
votes
1answer
1k views

Salesforce Document Unique Name Issue

We are facing an issue with "Salesforce Document" while uploading a document in "My Personal Document". After uploading a "Test Document" if we delete it, we are not able to upload a "Test Document" ...
0
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2answers
77 views

Is there a way to attach a document into an object

I know I can add an attachment into a record. But the issue is, if there is a document object containing a file and I want my record to be able to connect to that document, is there a way to do this? ...