Salesforce Files Vs. Attachments
Organizing data on your customer relationship management (CRM) platform is essential for finding information quickly. Due to this common business requirement, Salesforce has two features for working with your documents:
However, these two features have different ways of functioning in Salesforce. Join us below to explore Salesforce Files vs. Attachments and how they are used in different scenarios.
Understanding Salesforce Files
Starting with Salesforce Files, you might know this feature by its other name – Enhanced Notes. Regarding Files vs. Attachments in Salesforce, Files is the more advanced feature for document management tasks. With the Files feature, you can store business material in the ContentVersion object so that your data is not linked to any record. This is a cool feature, as it lets you connect documents to many Salesforce records.
Salesforce Attachment Object
You may also save files to an Attachment object in Salesforce. It’s a standard one and helps relate files to other records in your database. These records can belong to custom or standard objects. Teams often add their images and documents to Salesforce records with the Attachment object.
The Difference Between Files and Attachments in Salesforce
Below, we have sourced a few variances that you can find between Salesforce Files and Attachments.
The main contrast between Salesforce Attachments and Files is how they function. The Files feature lets you link documents to many records, while the Attachments feature joins documents to specific records. However, there are other distinctions for Files vs. Attachments in Salesforce.
For example, when using the Attachments feature, files have a one-to-one relationship with Salesforce records. This is important to note because if you delete a record, you must be aware that your attached file will also be removed from Salesforce.
Another Salesforce Attachments vs. Files point to consider is document limitations! When you use Attachments, your file size cannot exceed 25 MB and must be in a standard format like PDF or Word. Salesforce Files differs here, as you can upload individual files up to a size limit of 2 GB .
Salesforce Files is an astute feature, so employees can comment and add colleagues to the conversation with @mentions. It is also used to easily share files with individuals or bigger teams. You may also transfer files with Salesforce Attachments. Remember that for both features, you need to configure permissions on files so that colleagues can view or work with them.
Collaboration via Chatter Feed
If your business has a Chatter feed set up for Salesforce, you will be glad to hear that it supports the Salesforce Attachments and Files features. With Salesforce Attachments, files can be shared in a Chatter feed as links for members to click. Employees can either view the document or download it to their local PC.
Salesforce Files makes file sharing even better on a Chatter feed. Files can be embedded in the feed for members to view directly without downloading them. An added benefit of a Salesforce Files and Chatter integration is that employees can comment on files in the feed for faster business decisions.
Unfortunately, since the Attachments feature is an older Salesforce feature, it does not support the versioning of documents. This means that the original version will be overwritten when you edit a document. However, you will always have the latest version of your file.
If your business needs document versioning, then use Salesforce Files instead. It will retain all the previous instances of files so you can use any of the ones you worked on.
Some Similarities between Salesforce Files and Attachments
Now that we are sorted with the differences between these reliable Salesforce features, let’s look at the similarities they offer for file management.
Previewing files in Salesforce can be achieved with the Files and Attachment features. This handy function lets you view files without downloading them. Making sure to preview files before downloading is a good way to save time on accidentally selecting the wrong document.
Lightning Experience Integration
The Attachments and Files features both work in Salesforce Lightning Experience. As Salesforce Files is the newer tech and can manage documents better with advanced collaboration tools, it is the favored tool for trailblazers. Sadly, Salesforce Attachments is unable to scale well on huge projects with lots of content to organize.
Files vs Notes and Attachments in Salesforce
Notes is another feature from Salesforce to add to the mix. You can use it specifically for creating and saving notes. Notes and Attachments in Salesforce are similar as they relate to specific records in your CRM platform.
Salesforce notes and attachments keep your files well organized and easy to find. Here are a few features from Salesforce Notes worth mentioning:
If we look at the functionality of Salesforce Notes and Attachments vs. Files, we can see that Files is the feature you want for advanced document sharing and organization.
Titan: Flexible Tool for Salesforce Files and Attachments
If you want to experience a code-free way of working faster, try Titan Files as an alternative to managing your Salesforce File Operations. Our app gives you automation tools to work swiftly with files in Salesforce.
Titan Files and Salesforce Flows empower you to streamline processes and enhance user flexibility for your teams. Anyone can create, modify, and organize files from within Salesforce or use external file storage without writing a single line of code!
Frequently Asked Questions
What is the difference between file and attachment in Salesforce?
These Salesforce features save and manage business documents in records. There are many differences between these features as they serve different functions. Please read our article for a breakdown.
Where are files and attachments stored in Salesforce?
With Salesforce Files, documents are saved under the ContentVersion object. If you are using Salesforce Attachments, you can find your files saved under related lists on records.
Why do we convert attachments to files in Salesforce?
There are many reasons for converting attachments to files, but one is improving how you interact with content. The Files feature offers a more current way of working with documents. Some instant benefits from this conversion include document versioning and external file sharing.
How do you convert attachments to files in Salesforce?
One of the methods to convert Salesforce attachments into files is by using the Data Loader. Follow these simple steps to achieve this on your end:
- Use the Data Loader to export Salesforce attachments and then manually create files.
- Next, you need to link these files to Salesforce records and then delete your attachments.
- Your conversion should now be complete!
Choose Titan Files for Salesforce
Thanks for reading our article on managing and organizing files in Salesforce. We hope you have a better understanding of what you can achieve with Salesforce Notes, Attachments, and Files.
However, if you are looking for a third-party app that can integrate into Salesforce and give you custom no-code solutions, you need to check out Titan Files. You will be able to automate any file process using Salesforce Flow! We can also help you connect Salesforce to all your favorite 3rd-party cloud storage solutions so that files can be archived according to your company’s best practices!
Contact us for more information on signing up for an all-in-one platform to establish end-to-end business processes within Salesforce.
We hope to see you soon!
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.