What is a content document?

What is a content document?

Content Document Represents a document that has been uploaded to a library in Salesforce CRM Content or Salesforce Files.This object is available in API versions 17.0 and later for Salesforce CRM Content.

What is content document link?

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.

How do I add a contents document in 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 attach an email to a case in Salesforce?

Email-to-Case Attachments as Salesforce Files

1. From Setup, enter Email-to-Case in the Quick Find box, then click Email-to-Case in left side panel.
2. Navigate to Email-to-Case Settings page and click on Edit button.

What are the type of documents?

Common Types of Documents

• Emails.
• Business Letters.
• Business Reports.
• Transactional Documents.
• Financial Reports and Documents.

What is content document link in Salesforce?

What is content document in Salesforce?

Content Document: – Represents a document that has been uploaded to a library in Salesforce CRM Content or Salesforce Files. Content Version: – Represents a specific version of a document in Salesforce CRM Content or Salesforce Files. One Content Document can have multiple content versions.

How do you attach content to a case?

You can use the Attach Content shape to control the kind of information that is added to a case. By attaching relevant correspondence and documentation, you can centralize the supporting information for a case. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.

When to use attachment field in case creation?

Use Attachment field when: A user needs to be guided to add an attachment in a form, for example, when a user is expected to attach a file at a specific step. You need to associate a file as part of a case creation. Use Attachment gadget (pyCaseAttachments) if:

How to attach a document to a case in Pega?

In a stage, click + Step More Automations Attach content . For advanced processes, click Configure process to add the shape to the flow canvas. Click Select. Attach a document by clicking Attach a file. Attach a URL by clicking Attach a link. Click Save .

How do I attach a shape to a case?

In the navigation pane of App Studio, click Case types, and then click the case type that you want to open. On the Workflow tab, click Life cycle. In a stage, click + Step More Automations Attach content . For advanced processes, click Configure process to add the shape to the flow canvas. Click Select.