How do I convert an attachment to Salesforce?

How do I convert an attachment to Salesforce?

In order to convert the attachments to files, we need to insert the new file record into Salesforce. But if we insert the new record we can lose Created Date, LastModified Date, CreatedById, and Last Modified By Id. So to keep these we need to enable few settings in salesforce org.

How do you convert an attachment to a file?

Steps to Enable:

1. Go to Setup.
2. Go to Salesforce Files (quick find: type “Salesforce Files”)
3. Click General setting.
4. Click Edit.
5. Check “Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments”
6. Click Save.

Can a CONTENTVERSION be inserted into a contentDocument?

You cannot insert ContentDocument directly, As soon as you insert ContentVersion, a ContentDocument get inserted behind the scene. Use ContentDocument object to retrieve, query, update, and delete the latest version of a document, but not a content pack, in a library or a Salesforce file.

How to attach a document to a contentdocumentlink?

ContentDocumentLink: This object will share the files with Users, Records, Groups etc. You can create multiple records to attach the same files under multiple records. cVersion.ContentLocation = ‘S’;

Where does the CONTENTVERSION object get created in Salesforce?

It gets created when you create ContentVersion which is the child of ContentDocument. Content Version: Represents a specific version of a document in Salesforce CRM Content or Salesforce Files. In other words, this object stores document information similar like Attachment.

How to convert attachments to files in Salesforce?

Salesforce introduced Files related list in Winter’16, and now Salesforce is going to replace Notes and Attachment section with Files. Basically, Files that you upload to the Notes & Attachments related list on records in Salesforce Classic are now Salesforce Files objects, rather than the old attachment objects.