Salesforce Upload File via Api or Controller

Files are one of the most powerful means to manage the content documents in Salesforce. It also refers to a content direction system. We take many options such as attachments, documents, Salesforce CRM content to upload a file in Salesforce classic but they are non fully supported or at all in Lightning experience. So it is recommended to forget about the familiar Notes and attachments related listing and continue with the files related list in the future. In this article, we are going to explain about differences betwixt files and attachments, file sharing settings, and how to upload a document in files using Balance API and an example.

Comparison Files and Attachments in Salesforce:

The following are the differences between Files and attachments in Salesforce.

Files	Attachments
Files need to upload, store, find, follow, share, and collaborate on Salesforce files in the cloud.	Attach files to records from the Attachments related list on selected detail pages.
We can upload a file and store it privately until you lot're gear up to share it. Nosotros tin can share the files with groups, users, etc.	We tin can add together a file to a specific record such as opportunity, event by attaching it on the Attachments related list.
It supports all file types.	Information technology supports all file types.
The maximum file size can be uploaded is 2 GB.	The maximum file size uploaded for file attachments is 25 MB and feed attachments Are two GB.

File Sharing Settings:

Files tin can be managed in Salesforce based on the following file sharing settings.

• Private: The file hasn't been shared with anyone else also the owner.
• Privately Shared: The file has been shared just with specific people, groups, or via link. It's non bachelor to all users in your company.
• Your visitor: All users in your visitor can find and view this file.

Uploading a document in Salesforce files using REST API

Sometimes there is a requirement to upload a document using Rest API. So, the following are the iii objects which are used to upload a document in Salesforce files and link it to multiple records.

• Content Version
• Content Document
• Content Certificate Link

Allow's have an in detailed knowledge of all the above objects.

Content Version:

This object stores the document information similar like Attachments. Information technology contains the information such as content location, path on client, version data, and championship.

• Content Location: Information technology represent the origin of the document and the valid values are:
  • "S": S-Certificate is located within the Salesforce.
  • "East": East-Document is located exterior the Salesforce.
  • "50": 50-Document is located on a social network and accessed via Social Customer Service.
• Path on client: It represents the complete path of the document. In guild for the document to be visible in the Preview tab, specify the complete path including the path extension.
• Version Data: It contains the file content.
• Title: It represents the name of the file.

Content Document:

Information technology represents a document that has been uploaded to a library in Salesforce Files. In that location is no need to create this object and it automatically gets created when the content version is created.

Content Certificate Link:

This object will be used to share the files with users, records, groups etc. The same file tin can be linked to multiple records past using Content Document Link. It can also provide the facility to assign the users to admission the file with certain permissions. It contains the information such as content document, linked entity, sharing type, visibility level.

• Content Certificate: It contains the content certificate id which will be getting when the content version is created.
• Link Entity: Information technology contains the record id to which the document has to be linked.
• Visibility: It specifies whether this file is available to all users, internal users, or shared users. Visibility can accept the following values.
  • AllUsers: The file is bachelor to all users who take permission to see the file.
  • InternalUsers: The file is available only to internal users who have permission to see the file.
  • SharedUsers: The file is available to all users who can meet the feed to which the file is posted.

Note: AllUsers & InternalUsers values apply to files posted on standard and custom object records, only not to users, groups, or content libraries.

• Sharing Type: Information technology specifies the permission granted to the user of the shared file.
  • "Five" (Viewer permission): The user can view, download and share the file.
  • "C" (Collaborator permission): The user can view, download, share the file, edit the details, upload new version and modify sharing settings.
  • "I" (Inferred permission): The user'southward permission is determined by the related tape.

Case:

Allow's see an instance to create a certificate in the files section using postman.

Step 1: Create a Content Version

Step 2: Fetch the Content Document Id from Content Version.

By using the SOQL query, become the content document id from the content version by passing the content version id.

Step 3: Search with the content document id in Salesforce to brandish the created file.

From the below screenshot, we can run across that the file has been created and by default information technology is shared with the created user.

Step four: Assign the file to a record by using the content document link.

Here, we are linking the to a higher place-created file to an opportunity.

From the below screenshot, the file has been linked to an opportunity in Salesforce.

Determination:

In this way, we can create a certificate in Salesforce by using REST API. Nosotros sincerely hope that this was useful and whatever comment or feedback will exist very helpful.

Below is the entire video of the process!

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