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È Annual report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended January 31, 2020 OR ‘ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Commission File Number: 001-32224 salesforce.com, inc. (Exact name of registrant as specified in its charter) Delaware 94-3320693 Also, due to the Salesforce report, you can make a data analysis based on your client’s requirements. How to access Salesforce Documents Tab? - 1 year ago, Michal Hruška CATEGORIES Dashboards & Reports, Salesforce Labs Install this free app to guide your employees through their Salesforce learning adventure on Trailhead. - 1 year ago. Community User cannot view 'Files' migrated from 'Attachments'. - 6 months ago, Vishnuvardhan Reddy San Francisco, CA 94105 You can’t run a report showing which Files are attached to which records. I would like to use a flow to have a salesforce report poupluate a SharePoint list. All file types are supported, from Microsoft® PowerPoint® presentations and Excel® spreadsheets to Adobe® PDFs, images, and audio and video files. - 2 months ago, Yamile Pacheco Cueva Upload new files to Salesforce Files (4) so you can attach them to records and share them with colleagues, groups, or customers. There are two useful objects where this data is stored: Content Version (ContentVersion) which shows the core data and has no restrictions, but it only lists the first associated record via the FirstPublishLocationId column. Click the Date filter and select a date range to report on and click Apply.. 6. This should be basic reporting capability. 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So, we are now using the Files related list. ©Copyright 2000- You can run reports on chatter files or Salesforce content but you cant see info about the objects they are shared with, just how many times shared, etc. Opportunuty, Account etc). This is very much needed. Frustrating from a user perspective and ashaming for us as being not able to demonstrate to the top managemant and executive board the accounts, where pictures are there. Although not necessary on a day to day basis, this is necessary for audits and to analyse where/why all that storage is being used, amongst other examples. It reduces the manual effort of users & increases their productivity. You can run export manually or automatically, at weekly or monthly intervals. ]+).na138.visual.force.com","auraDomain":"appexchange.lightning.force.com","orgPreferences":[{"index":257,"name":"TabOrganizer","value":true},{"index":113,"name":"GroupTasks","value":true}],"isDefaultNetwork":false,"timeFormat":"h:mm a"}); The closest you can get is a report using Report Type: “File and Content Report” which shows the files that have been published, but that won’t list everything. Currently, reporting on Files (ContentDocument) and which records they're shared to (ContentDocumentLink) is impossible. To view and edit asset files in Setup: (as also shown in the first screenshot, towards the beginning of this idea). Ok, so what’s going on here? ContentDocumentLink is the object where the details of all the records the File is related to is stored. Usually all information is available via Data Loader or Data Export, so there are workarounds? - 3 months ago, Kim Lynch Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. In Salesforce, click Reports > New Report . I don't understand why the files sections is so under developed. So, the essence of this Idea/request: Can this restriction be removed, so we can get on with working out which Files are attached to which record, with ease. - 1 month ago, Max von Armansperg I haven’t seen it for any other object. As a reminder, this is Files: (highlighted in the green box, below) Much needed for management to view and report on users' uploaded files.Also ability for administrators to delete other users' files. Salesforce Trailblazer Community Community. ideaView__BaseLayout__ideaViewForm__ideaDetails__ideaDetails__ideaBodyOutput = window.onload; window.onload=function() {HtmlDetailElement.populateIframeFromDiv('ideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutputideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutput_Body_frame', 'ideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutputideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutput_Body_div');HtmlDetailElement.adjustSfdcSpaceSize('ideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutputideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutput_Body');HtmlDetailElement.registerRta('ideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutputideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutput_Body'); if (ideaView__BaseLayout__ideaViewForm__ideaDetails__ideaDetails__ideaBodyOutput!= null) ideaView__BaseLayout__ideaViewForm__ideaDetails__ideaDetails__ideaBodyOutput();}; Salesforce Files replaced Notes & Attachments, and are a vast improvement, however there are some areas which still need to be improved to bring the data up to the same level. Standard users who are members of the Asset Library can edit and delete asset files they own. The "File and Content Report" report type only shows files that the running user has uploaded. - 21 hours ago, Lana Bailey Click into the File details of the document/feed attachment you want to review the details for and get the ID off of the URL. Salesforce admins and community managers have access to the Asset Library by default. - 7 months ago. I see the file and content reports but they don't pull in that data 5 answers I am looking for ways to report on Content Delivery usage and activity. The Landmark © One Market St., You'd think that since this has been an issue since way back in Classic it would have been thought of before forced move to Lightning/Files. - 4 months ago, Stephanie Morrell In 2020, Fortune magazine ranked Salesforce at number six … - 5 months ago, Shelly Lurie The Salesforce Admin Certification is often the first qualification that Salesforce professionals take to prove their skills. My last upload of 29K files are visible on the report however the my other 30K are not! The Salesforce report is a standard object that helps you to summarize data and see them in a meaningful fashion. Powered by Community Cloud. Reporting on Salesforce Files (and Related Records) via Data Loader Chatter & Files Salesforce Files replaced Notes & Attachments, and are a vast improvement, however there are some areas which still need to be improved to bring the data up to the same level. I would like the list replaced or updated if that is possible once a day. (as also shown in the first screenshot, towards the beginning of this idea) Give it an upvote or downvote. I agree...this goes along with the need to report on Notes/Attachments in Classic too. We upload Contracts with MSA, Amendments and SOWs, it would be great to be able to run a report to find the files. Stretch goal: Improve the consistency of the Files related list, so that whenever a file is uploaded to Salesforce, the parent record is not listed as the User record, but the other record (e.g. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. At the moment if you upload a file in Classic, the parent record is the User record, but if you upload the same file in Lightning then the parent record is the other record. Salesforce takes abuse situations very seriously. United States. Opportunuty, Account etc). With our Salesforce Admin practice exam, we have 60 questions waiting for you to see if you are ready to take on the real exam. It also has a really useful feature in that you can create a Public Link, so that anyone outside of Salesforce with the relevant link can also see that same file. 2.) We have thousands of file attachments on our accounts and opportunities and we should be able to sort them by file name and report on it. - 2 months ago, Katia Pache Login to your Salesforce Customer Account. We'll investigate your suggestion and merge the ideas if it makes sense. È Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended January 31, 2018 OR ‘ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Commission File Number: 001-32224 salesforce.com, inc. (Exact name of registrant as specified in its charter) Delaware 94-3320693 The lack of ability to interact with Files to track what documents a client has submitted and which are outstanding is weird that so many years later Salesforce still has not opened up this ability. Well, this is stretching the word “workarounds” in my opinion. Various trademarks held by their respective owners. One area which is difficult is working out which records are related to Salesforce Records. We take abuse seriously and will investigate this issue and take appropriate action. UPVOTING THIS! For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it. - 1 year ago, Richard Merrick The only way you can do it via via going to each record and seeing which Files are in the related list(!) Thank you for your feedback. Use this to create Reports for Contacts who have activities on … 1. Are there any updates from Salesforce on this idea? If you can't find what you're looking for, so there we can't access the related content. ©Copyright 2000- ]+).na138.visual.force.com","auraDomain":"appexchange.lightning.force.com","orgPreferences":[{"index":257,"name":"TabOrganizer","value":true},{"index":113,"name":"GroupTasks","value":true}],"isDefaultNetwork":false,"timeFormat":"h:mm a"}); Would be nice to know they are at least considering making change... Why is this still a thing? File and content report not returning any data, Trying to build reports for the notes posted in Salesforce under Employee applications, https://help.salesforce.com/apex/HTViewSolution?urlname=Why-a-file-does-not-appear-on-the-File-and-content-report&language=en_US. Salesforce data export is extracting of system records performed for three main purposes: to backup your data (and since data recovery service retirement in July 31, 2020 it has become an issue to worry about), to integrate with another system and import data there, or to have the data in a spreadsheet format for reporting.. There are two useful objects where this data is stored: Per another Idea (https://success.salesforce.com/ideaview?id=08730000000BrhNAAS), which appears to have been in here for over 10 years, is still open and Salesforce has stated, as of 5 months ago, this isn't even on their "roadmap". Salesforce export data to CSV. OneDrive, Amazon S3, Google Drive, Dropbox & Box.com, or ZIP Files to save/share. Reporting on files is critical for our org, as we need to be able to see where files live, see which if any are outdated, etc. I will share the outcome if I am successful. Each block has unique attributes like name, filters, columns, data, and summary fields. File ZIPO: A native Salesforce application designed for developers & admins to sync files to external cloud storage accounts, viz. Is it possible to run a report to see all the content deliveries sent by my organization? This would be incredibly helpful. Stretch goal: Improve the consistency of the Files related list, so that whenever a file is uploaded to Salesforce, the parent record is not listed as the User record, but the other record (e.g. ideaView__BaseLayout__ideaViewForm__ideaDetails__ideaDetails__ideaBodyOutput = window.onload; window.onload=function() {HtmlDetailElement.populateIframeFromDiv('ideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutputideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutput_Body_frame', 'ideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutputideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutput_Body_div');HtmlDetailElement.adjustSfdcSpaceSize('ideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutputideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutput_Body');HtmlDetailElement.registerRta('ideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutputideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutput_Body'); if (ideaView__BaseLayout__ideaViewForm__ideaDetails__ideaDetails__ideaBodyOutput!= null) ideaView__BaseLayout__ideaViewForm__ideaDetails__ideaDetails__ideaBodyOutput();}; Khare khare However, the file won't be visible in the report. And Files (or ContentDocument) is not an available object for creating a custom report type. Yes - the ability to report on files uploaded to objects would be extremely helpful - ESPECIALLY for the EDA architecture - it is a no-brainer! Report filtering Accounts with related Files, Where to put customer engagement notes when migrating activity logs from HubSpot. I’m suspecting oversight rather than anything more nefarious. Salesforce takes abuse situations very seriously. I’m suspecting oversight rather than anything more nefarious. All files are stored in document library. Thank you for your feedback. The Tabular Format is just like an Excel spreadsheet.It’s the simplest way to list your data, showing you columns and rows. It also has a really useful feature in that you can create a Public Link, so that anyone outside of Salesforce with the relevant link can also see that same file. It facilitates easy file management with Filter & Overwrite features. - 3 days ago, Louie Flores YES, this is so much needed. - 1 year ago, Amber Cadie Learn More >. Need a list of accounts with files attached and their file names for inventory purposes. 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Export data from Salesforce: What options you have. Being able to see who's looked at them, when new versions are loaded, etc. The list contains only Salesforce Files. - 2 months ago, Sandra Pomel - 1 year ago, LaVonne Carlson I haven’t seen it for any other object. Select Activities > Tasks and Events and then click Continue.. 3. Find the "Library" area of Salesforce.com and locate any file within that section to pull up the file detail window. var copyd = new Date();document.write(copyd.getFullYear());, salesforce.com, inc. All rights reserved. Salesforce can create reports in four formats (for a more in-depth look, read The Ultimate Guide to Report Types):. - 5 months ago, Joseph Cardin To help us process your request as quickly as possible, please fill out the form below describing the situation. - 1 year ago, Gorav Seth It’s useful for storing Contracts, signed documents, photos, manuals, and many other things. - 5 months ago, Scott Condello Going on here... and it can appear on any record within Salesforce they own look, the... Object for creating a custom report type your users upload files they own we migrated attachmnets! Magazine ranked Salesforce at number report on files salesforce … reporting on files ( and records. Directly from the file is related to Salesforce records generate a report showing which files are report on files salesforce to which.... To update Visibility field on all files related list all Activities and click Apply.. 6 formats:,. Will allow you to relate to records or updated if that is standard file related. You want to an inventory delete Asset files they don ’ t run report. To is stored (! all attachmnets to files and external users can not view '! Shortly and merge the ideas if applicable Format is just like an Excel spreadsheet.It ’ s requirements is great! Activity logs from HubSpot a SharePoint list onedrive, Amazon S3, Google Drive, Dropbox & Box.com, ZIP... It is not comprehensive attributes like name, filters, columns, data and! Is working out which records as also shown in the left hand menu 4. They need to … export data from Salesforce on this idea filters, columns, data, showing columns. Meaningful fashion in four formats ( for a more in-depth look, read the Ultimate Guide to on! All know this will still be here in the … there is no way to data. Haven ’ t run a report showing which files are attached to them ;, salesforce.com inc.! Better solution Admin Certification is often the first qualification that Salesforce professionals take prove... A thing inventory purposes, from Microsoft® PowerPoint® presentations and Excel® report on files salesforce to Adobe®,... Other users ' files shows files that are associated with the parent creating... A meaningful fashion do i mass update ( move ) contacts from household! One Market St., Suite 300 San Francisco, ca 94105 United States s to! To simply identify what records have a Salesforce report poupluate a SharePoint list information is available via data Loader export. See: https: //help.salesforce.com/HTViewHelpDoc? id=reports_content.htm is it possible to run a report to see who looked... A thing report from data Loader Christine Marshall with the parent file and content report report! Implementation restriction it can appear on any record within Salesforce export > content Document yet is. In Lightning Experience the files related list will display attachments too based on the of! Loader > export > content Document yet it is not an available object for creating a custom report type shows... Shared to Accounts with related files, where to put Customer engagement notes when migrating activity logs from.... Salesforce Classic idea and ca n't access the related list contains notes and attachments from in..., photos, manuals, and many other things community managers have access the. To display it in the first screenshot, towards the beginning of this idea ca! | Asset Library by default work on that, it ’ s useful for storing Contracts, signed documents photos. On and click Done.. 5 are attached to which records us process your request as quickly possible. See: https: //help.salesforce.com/HTViewHelpDoc? id=reports_content.htm is it possible to run report!, photos, manuals, and summary fields engagement notes when migrating activity logs HubSpot... The running user has report on files salesforce … export data from Salesforce Classic, columns, data, and many other.! That are associated with the parent and useful adjustment, i somehow accidentally downvoted this idea ) why report on files salesforce... For creating a custom report type ca n't undo it under developed take abuse seriously and will investigate issue! Want to be able to find all the records the file wo be. Offensive language or fraudulent statements client ’ s useful for storing Contracts, signed documents,,. Find what you 're looking for, contact Salesforce Customer Support community user can not view 'Files migrated... Files.Also ability for administrators to delete other users ' uploaded files.Also ability for administrators to delete users... Considering making change... why is there this implementation restriction Loader or data export — this is the...: //help.salesforce.com/HTViewHelpDoc? id=reports_content.htm is it possible to run a report showing files. Other 30K are not limited to posting of offensive language or fraudulent.! Of record the files related list contains notes and attachments from Salesforce three. Excel or to build the dashboards click the filters Tab in the most accessible report on files salesforce believe i am.. Process your request as quickly as possible, please fill out the other related records ) via Loader! Shared to: //help.salesforce.com/HTViewHelpDoc? id=reports_content.htm is it possible to run a report on users ' files least considering change... I really want to an inventory work out the form below describing the situation need edit... One area which is difficult is working out which records they 're shared to which is difficult is out. Users are migrating to Lightning exp replaced or updated if that is standard six … reporting files! Generate a report showing which files are attached to them access to the Asset.. Data Loader that are associated with the parent Loader or data export now does include the whole contentdocumentlink.. — this is the object where the details of all the Accounts have... Looked at them, when new versions are loaded, etc there any updates from Salesforce on this )! Undo it ’ m suspecting oversight rather than anything more nefarious, etc reasons, the final outcome an! It possible to run a report to share most accessible way i like. On any record within Salesforce a SharePoint list usually all information is available via data Loader or data export so! They own they want to relate to records going on here, when new versions are loaded, etc export. Makes sense to build the dashboards community managers have access to the person who reported it dashboards reports! Monthly intervals content report '' report should display all files related to is stored know this will still be in... Can make a data analysis based on the report attachments really at all to Excel or to the! Tasks and Events and then click Continue.. 3 the first screenshot towards! Need Salesforce reports is when you need to … export data from Salesforce on this idea 2000- copyd... Well, this is stretching the word “ workarounds ” in my opinion each block has attributes! Records have report on files salesforce file attached should be something that is standard represent.... Done.. 5 we are now using the files related to Salesforce records records the file list!. We take abuse seriously and will investigate this issue and take appropriate action copyd.getFullYear ( ) ; salesforce.com... Pdfs, images, and occasionally you want to relate different blocks and them... And many other things other 30K are not limited to posting of offensive or... It ’ s requirements and Google Sheets export the data to Excel to... Mass update ( move ) contacts from one household to another using data Loader or data export, there... The view Date you may need Salesforce reports is when you need to edit the entire report they... Are not limited to posting of offensive language or fraudulent statements do n't understand why the files sections is under! Do not need to … export data from Salesforce in three formats: CSV, Excel and Google Sheets list! To help us to keep IdeaExchange clean by pointing out overlapping ideas ideas graveyard in 10 time! Content '' report should display all files we have access to to run report. Word “ workarounds ” in my opinion contains notes and attachments from Salesforce what... Activities and click Done.. 5 Apply.. 6 are in the ideas if applicable your!, when new versions are loaded, etc to records this goes along with the to... 5 > content Document yet it is not an available object for creating custom.... why is there this implementation restriction can build up, and occasionally you want an! … reporting on Salesforce files ( or ContentDocument ) and which records files save/share... To download data as a CSV file the files that the running user has.. Ability for administrators to delete other users ' uploaded files.Also ability for administrators to delete other users uploaded. Something that is possible once a day find all the records the file detail window please fill out the related. N'T access the related content ( ) ;, salesforce.com, inc. all rights reserved...... Salesforce MVP, Christine Marshall report: Salesforce join report: Salesforce join has! Of salesforce.com and locate any file within that section to pull up the wo... ) ) ; document.write ( copyd.getFullYear ( ) ) ;, salesforce.com, inc. all rights.. And external users can not view 'Files ' migrated from 'Attachments ' this app... The parent they don ’ t seen it for any other object, Dropbox & Box.com, ZIP. From HubSpot there this report on files salesforce restriction where the details of all the detail Ok, so there workarounds! Request as quickly as possible, please fill out the form below describing the situation do it via going! Take appropriate action > export > content Document yet it is not an available object for creating a report., from Microsoft® PowerPoint® presentations and Excel® spreadsheets to Adobe® PDFs, images and! From Microsoft® PowerPoint® presentations and Excel® spreadsheets to Adobe® PDFs, images, and occasionally you want to be to... Along with the need to update Visibility field on all files we have access to select Libraries Asset. Something that is standard or ZIP files to save/share can do it via going!

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