How do I add a document to Salesforce?

How do I add a document to Salesforce?

Prepare a CSV and perform an Insert to the ContentVersion object.

1. Open and Configure Data Loader to use a ‘Batch Size’ of 1.
2. Select Insert and select Show all Salesforce objects.
3. Select ContentVersion.
4. Browse to your CSV file.
5. Click Create or Edit a Map then select Auto-Match fields to columns.
6. Click OK | Next | Finish.

How do I insert files into Apex?

Salesforce: Attach File with code

1. Create Apex Class. This is the core program to upload the file to Salesforce and attached to the parent record.
2. Create Apex Text Class.
3. Create Visualforce Page.
4. Create Custom Button or Link.
5. Add Custom Button or Link to Page Layout.
6. Add Apex Class and Visualforce Page to user profile.

Can I upload files as attachments in lightning experience?

Files attached to chatter posts on that specific custom object appear as files for that object and are visible e.g. in communities as well. It’s would be better if you start using Files in lightning.

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’;

What does the contentdocumentlink mean in Salesforce?

ContentDocumentLink. Represents the link between a Salesforce CRM Content document or Salesforce file and where it’s shared. A file can be shared with other users, groups, records, and Salesforce CRM Content libraries. This object is available in versions 21.0 and later for Salesforce CRM Content documents and Salesforce Files.

Can a user delete a contentdocumentlink object?

In API versions 21.0 and later, users with explicit Viewer access (the file has been directly shared with the user) to a file can delete ContentDocumentLink objects between the file and other users who have Viewer access.