Contents
How do I archive files in Salesforce?
On the Content Details page, click Edit | Archive Content or Edit | Delete Content.
How do I archive emails in Salesforce?
Currently, there is no such standard functionality in Salesforce to archive the emails. Particularly for customer support companies, email communication is very important and that is consuming a lot of space in the storage too. The only way out is to archive the old emails from the org.
How are files uploaded as attachments in Salesforce?
In Salesforce Files General Settings, we can turn on “Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments.” This ensures that even when users upload files via the old Notes and Attachments related list in Lightning, the attachments will be automatically uploaded as new Salesforce Files.
Is it possible to archive data from Salesforce?
Salesforce does not currently offer this according to Support (which I have to agree with since I can’t find it either). I should be able to easily archive complete sets of data, meaning, if I have an Account from 3 years ago, I could have *current* Tasks, Activities, Opportunities, etc, tied to that account.
Which is the best way to store documents in Salesforce?
Going the way of the Documents tab, the Notes and Attachments related list will also be a thing of the past as Salesforce transitions from Classic to Lightning. Fortunately, Salesforce offers a couple of tools to make the transition easier on your users.
How big of a file can I upload in Salesforce?
This ensures that even when users upload files via the old Notes and Attachments related list in Lightning, the attachments will be automatically uploaded as new Salesforce Files. It is important to note that when files are uploaded via the Notes and Attachments related list on a record in Classic, the maximum file size is 25MB.