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Documents in Salesforce

1. Documents in Salesforce can store sensitive files, images, and documents that users can access if they have the correct permissions. 2. Documents are classified as internal or externally available, where internal documents can only be accessed by internal users, and externally available documents can be accessed by both internal and external users. 3. The maximum file size that can be uploaded is 5MB, while logos should be between 3KB and 20KB in size. Documents are stored and organized into folders that users need access to in order to view the documents.

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Chandbasha
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© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
62 views

Documents in Salesforce

1. Documents in Salesforce can store sensitive files, images, and documents that users can access if they have the correct permissions. 2. Documents are classified as internal or externally available, where internal documents can only be accessed by internal users, and externally available documents can be accessed by both internal and external users. 3. The maximum file size that can be uploaded is 5MB, while logos should be between 3KB and 20KB in size. Documents are stored and organized into folders that users need access to in order to view the documents.

Uploaded by

Chandbasha
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Documents :

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1. Document is a standard object created by the salesforce.

2. We use Document object to store Sensitive information (Files /Images /Docs).

3. Any user whoes profile has read access on the Document object can access the document.

4. Documents are classified as Internal Document|Externaly available Image

5. Internal Document :

a. These documents can be accessed or shared with only internal users.

b. Content of the document is not visable directly.

6. Externally Available Image .

a. These documents can be shared with internal users and external users .

b. Content of this document is visable directly.

7. Maximum size of the document that we can upload at a time is 5MB.

8. If we want use the document as logo for your application then document size

should be more than 3KB and less than 20KB.

9. All the Documents are stored in a Folder .Users who have access to this folder

can view the documents .


11.Steps to create Document Folder .

Navigation :

Setup

|--- >TabPanel

|--- >Click on '+' sign

|--- >Document

|--- >Create Document Folder

1. Enter Folder Name : Capital Info

2. Enter Visability : Read | Read Write

3. Choose the list of users to whom the folder should be visable .

11.Steps to create a new Document .

Navigation :

TabPanel

|--- >Click on '+' sign

|--- >Documents

|--- >New Document

Step 1: Enter Document Name :

Example : ICICILogo
Step 2: Enter Unique Name :

Example : ICICILogo

Step 3: Choose the document Type as Internal |External :

Example : External

Step 4: Enter Description and keyword

Keyword is used for the searching for this document from global search.

Step 5: Choose the document .

Step 6: Save.

UseCase :

1. Create New Folder MyLogoes

2. Upload the logoes of Hyndai and ICICI Bank

3. Enable them as externally available images .

Note : Ensure than size is more than 3KB Less than 20KB

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