Uploading a Document in Salesforce Files using Rest API

KOLKATA, India - June 11, 2020 - PRLog -- Files are a strong way to administer the content documents in Salesforce with many options like attachments, documents, and Salesforce CRM to upload a file in Salesforce. However, they are not fully supported and this, it is suggested that one should continue with the files related list in the future.

Before we move on, it is important to understand the difference between files and attachments in Salesforce. To put it in simple words, files in salesforce need to be uploaded, stored, found, shared in the cloud while attachments require one to simply attach files to the record from the related page on selected detail pages. While the maximum size of the file that can be uploaded is 2GB, the maximum size for file attachments is 25 MB.

Now that we know the difference between files and attachments let us understand a bit about file share settings. Files can be managed based on the following settings:

·      Private

·      Privately Shared

·      Your Company

Now, let us learn how to upload a document in Salesforce files using REST API. For this purpose, there are three objects that are used to upload a document in Salesforce files and in turn link it to multiple records. These are:

·      Content Version: The document information is stored in a similar manner like attachments. This object consists of information like:

1.     Content Location: Used to represent the origin of the document.

2.     Path on client: Used to represent the complete path of the document.

3.     Version Data: Consists of the file content.

4.     Title: Represents the name of the file.

·      Content Document: This is used to represent a document that has been uploaded in the Salesforce Files library. This gets automatically created on the existence of the content version.

·      Content Document Link: This object is used to share users, records and groups and will be used to link the same file with multiple records. It contains the following information:

1.     Content Document: Consists of the content document ID which we get when the content version is created.

2.     Link Entity: Consists of the record ID with which the document has to be linked.

3.     Visibility: Specifies whether the document will be available to internal users or shared users.

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Know more about uploading a file in Salesforce using REST API: https://bit.ly/3051foa