How do I convert files to attachments in Salesforce?
Steps to Enable:
- Go to Setup.
- Go to Salesforce Files (quick find: type “Salesforce Files”)
- Click General setting.
- Click Edit.
- Check “Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments”
- Click Save.
How to query a file uploaded as an attachment in Lightning?
Files are stored in the ContentDocument Object .You will have to run a SOQL against contentDocument link first and look for all Content Version DocumentLink with EntityId as the ParentId of the record . In lightning when you upload attachments, it save as salesforce files. for querying salesforce files you need to understand three object:
When do I upload a Salesforce file in Lightning?
When you upload a file in Lightning Experience, whether it’s from the Files related list, the Notes & Attachments related list, or elsewhere, it’s uploaded as a Salesforce File. That means that the Notes & Attachments related list can contain a mix of attachments that originated in Salesforce Classic and Salesforce Files uploaded via Lightning.
Where are attachments stored in Salesforce lightning experience?
Fortunately, there is a setting called “Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments.”, that configures your org in order the attachments that you upload on the attachments related list are stored as files (and thus are searchable in Lightning Experience). 1.
Are there any attachments left in lightning experience?
Recently Salesforce published this alert about Attachments being replaced by Files in Lightning Experience. What the alert says is that Salesforce is starting to retire Attachments, which at some point will be replaced by Files. By now, the immediate consequence is that Attachments are not searchable in Lightning Experience.