File Previews and Details

View and edit file details, and report on files.

  • Preview Files and Edit File Details
    Preview a file to view it without downloading. View and update key details about a file from the File Details page.
  • Remove a File from a Record
    Remove a file from a single record that the file’s attached to. Unlike deleting a file, removing doesn’t affect the file on other records or posts, and the file remains in Files home. To remove files from records, you must have at least collaborator access on the file.
  • Delete a File
    When you delete a file from Salesforce Files, it’s also removed from all locations where it was shared.
  • View Where a File Is Shared
    Find out who can see a file and their level of access. From the File Detail page, you can access a full list of every person or object the file is shared with.
  • File and Content Engagement Report
    See how many times a file has been downloaded, shared, liked, and commented on.