---
schema_version: "1"
id: 6e13f101c24623d16cd5ef3500af3e4578da900f6d837ee595ca55275c52972c
title: Salesforce Files
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/experience/264-0-0/collaboration_admin_files.md
canonical_url: https://help.salesforce.com/s/articleView?id=experience.collaboration_admin_files.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 60d2cb30ed7965325dd25a99234afede311df6b476bcc07e4fb2fca9286b6ca7
description: Configure org-wide preferences to control how your users upload, share, and scan files in Salesforce. Customize page layouts to add the Files related list and modify file detail pages.
products:
  - Experiences
release: "264"
---
# Salesforce Files

Configure org-wide preferences to control how your users upload, share, and scan files in Salesforce. Customize page layouts to add the Files related list and modify file detail pages.

Most org-wide Files preferences live in **Setup** | **Salesforce Files** | **General Settings**. From Setup, enter Salesforce Files in the Quick Find box, select **Salesforce Files**, then open **General Settings**.

This table summarizes key preferences on the General Settings page and where to read more.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:30.303030303030305%">
        <col style="width:42.42424242424242%">
        <col style="width:27.272727272727277%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d5621e63">Preference</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d5621e66">Description</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d5621e69">Learn More</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Preference" class="slds-cell-wrap" style="vertical-align:top;" headers="d5621e63 "><strong class="uicontrol">Files uploaded to the Attachments related list on records are uploaded
              as Salesforce Files, not as attachments</strong></td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5621e66 ">In Salesforce Classic, controls whether uploads from Notes &amp; Attachments
            become Salesforce Files or attachments. When enabled, users see <strong class="uicontrol">Upload
              Files</strong> instead of <strong class="uicontrol">Attach File</strong> on the related
            list.</td>

          <td data-label="Learn More" class="slds-cell-wrap" style="vertical-align:top;" headers="d5621e69 ">
            <a href="https://help.salesforce.com/s/articleView?id=experience.collab_files_attach_records.htm&amp;release=264.0.0&amp;type=5" title="Attach files to records for a powerful way to collaborate and stay organized in Salesforce. Keep information on an opportunity, account, or case right where you need it. Share relevant documents with anyone with access to the record.">Attach Files to
              Records</a>
          </td>

        </tr>
        <tr class="">
          <td data-label="Preference" class="slds-cell-wrap" style="vertical-align:top;" headers="d5621e63 "><strong class="uicontrol">Set file access to Set by Record for files attached to
              records</strong></td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5621e66 ">Files attached to records inherit the record’s sharing settings. Users who can
            edit the record can also collaborate on the associated files; read-only record access
            maps to viewer access.</td>

          <td data-label="Learn More" class="slds-cell-wrap" style="vertical-align:top;" headers="d5621e69 ">
            <a href="https://help.salesforce.com/s/articleView?id=experience.admin_files_on_record_sharing_setting.htm&amp;release=264.0.0&amp;type=5" title="Set the default sharing permissions on files that are attached to records so that they inherit the sharing settings of the record. When enabled, a user who can edit a record can also edit the files on that record. This setting applies to files attached to records created manually from the Files related list and files attached in the record’s Chatter feed.">Set File Sharing
              to Inherit Record Permissions</a>
          </td>

        </tr>
        <tr class="">
          <td data-label="Preference" class="slds-cell-wrap" style="vertical-align:top;" headers="d5621e63 "><strong class="uicontrol">Skip triggers execution when deploying asset files</strong> and
            <strong class="uicontrol">Skip triggers execution and validation rules on asset
              files</strong>
          </td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5621e66 ">Reduces trigger and validation activity when deploying asset files, which helps
            avoid errors while installing or updating managed packages that include asset
            files.</td>

          <td data-label="Learn More" class="slds-cell-wrap" style="vertical-align:top;" headers="d5621e69 ">
            <a href="https://help.salesforce.com/s/articleView?id=experience.collab_files_enable_settings.htm&amp;release=264.0.0&amp;type=5" title="To avoid an exception error while installing the managed package, enable the&nbsp;Skip triggers execution and validation rules on asset files&nbsp;setting.">Enable Salesforce Files
              Settings For Managed Packages</a>
          </td>

        </tr>
        <tr class="">
          <td data-label="Preference" class="slds-cell-wrap" style="vertical-align:top;" headers="d5621e63 "><strong class="uicontrol">Display alternative file previews</strong></td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5621e66 ">Controls whether Salesforce can use an alternate preview path when standard file
            previews are unavailable or low quality. </td>

          <td data-label="Learn More" class="slds-cell-wrap" style="vertical-align:top;" headers="d5621e69 ">
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=000315256&amp;type=1&amp;language=en_US" target="_blank">Troubleshooting file preview issues</a>
            </p>
          </td>

        </tr>
      </tbody>
    </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-collaboration-264-0-0-production-enus/1aab5b5e-c990-4b8c-840a-6fb18af49709/images/icon_note.png)

Note Beginning in Summer ’26, Chatter is turned off by default in all new orgs. For any features in these orgs that require access to Chatter functionality or the Chatter APIs, turn on Chatter by going to **Setup** | **Chatter Settings** and selecting **Enable**. For details, see [Chatter Is Turned Off by Default in New Orgs Beginning in Summer ’26](https://help.salesforce.com/s/articleView?id=experience.collab_chatter_default_off.htm&type=5&language=en_US).

Go to Object Manager to customize layouts and file detail pages. To learn more:

- [Add the Files Related List to Page Layouts](https://help.salesforce.com/s/articleView?id=experience.admin_files_related_list_setup.htm&release=264.0.0&type=5 "Customize page layouts to include the Files related list. With the Files related list, users can add files to a record and see a list of files associated with the record.")
- [Customize the Files Detail Page](https://help.salesforce.com/s/articleView?id=experience.collab_admin_files_customize_files_detail_page.htm&release=264.0.0&type=5 "In Lightning Experience, you can customize the fields and layout of the Files detail page. Use record types to customize the layouts of different record types, and tailor the data you capture based on the file type. Choose from standard fields to show when the file was last updated, file size, file type, and more. Create custom fields and buttons to track metadata that’s specific to your business, to use in validation rules, and to provide data for searches and reports. Use record types to customize the page layouts of different file record types.")
- [Add File Privacy on Records to Edit File Details Layout](https://help.salesforce.com/s/articleView?id=experience.collab_admin_files_priv_on_record.htm&release=264.0.0&type=5 "Add the File Privacy on Records option to the Edit File Details layout to let file owners control the visibility of files attached to records.")

- **[Add the Files Related List to Page Layouts](https://help.salesforce.com/s/articleView?id=experience.admin_files_related_list_setup.htm&release=264.0.0&type=5)**  
    Customize page layouts to include the Files related list. With the Files related list, users can add files to a record and see a list of files associated with the record.
- **[Customize the Files Detail Page](https://help.salesforce.com/s/articleView?id=experience.collab_admin_files_customize_files_detail_page.htm&release=264.0.0&type=5)**  
    In Lightning Experience, you can customize the fields and layout of the Files detail page. Use record types to customize the layouts of different record types, and tailor the data you capture based on the file type. Choose from standard fields to show when the file was last updated, file size, file type, and more. Create custom fields and buttons to track metadata that’s specific to your business, to use in validation rules, and to provide data for searches and reports. Use record types to customize the page layouts of different file record types.
- **[Prevent Users from Attaching Salesforce Files](https://help.salesforce.com/s/articleView?id=experience.admin_files_sfs_perm.htm&release=264.0.0&type=5)**  
    Use permission sets to prevent users from attaching Salesforce Files to posts, records, and other objects.
- **[Add File Privacy on Records to Edit File Details Layout](https://help.salesforce.com/s/articleView?id=experience.collab_admin_files_priv_on_record.htm&release=264.0.0&type=5)**  
    Add the File Privacy on Records option to the Edit File Details layout to let file owners control the visibility of files attached to records.
- **[Set File Sharing to Inherit Record Permissions](https://help.salesforce.com/s/articleView?id=experience.admin_files_on_record_sharing_setting.htm&release=264.0.0&type=5)**  
    Set the default sharing permissions on files that are attached to records so that they inherit the sharing settings of the record. When enabled, a user who can edit a record can also edit the files on that record. This setting applies to files attached to records created manually from the Files related list and files attached in the record’s Chatter feed.
- **[Set Up Users to Query Salesforce Files](https://help.salesforce.com/s/articleView?id=experience.collab_files_query.htm&release=264.0.0&type=5)**  
    Control access to content files and objects via API queries with the Query All Files and Query All Non Vetoed Files user permissions. To grant users access to content files and objects, create a permission set with user permissions and assign it to users.
- **[Configure File Upload and Download Security Settings](https://help.salesforce.com/s/articleView?id=experience.admin_files_type_security.htm&release=264.0.0&type=5)**  
    To provide more security, control the way some file types are handled during upload and download.
- **[Regenerate a File Preview](https://help.salesforce.com/s/articleView?id=experience.collab_admin_files_regenerate_preview.htm&release=264.0.0&type=5)**  
    If a file preview is of poor quality, you can try to regenerate the preview. Available for Salesforce Files and CRM content documents that can be previewed.
- **[Salesforce Files Storage Allocations](https://help.salesforce.com/s/articleView?id=experience.files_storage.htm&release=264.0.0&type=5)**  
    Your organization-wide file storage allocation.
- **[Asset Files](https://help.salesforce.com/s/articleView?id=experience.admin_files_asset_files.htm&release=264.0.0&type=5)**  
    Asset files are packageable versions of Salesforce files that are used for branding and design purposes in your org or Experience Cloud site. Asset files can be used for headers and logo images. They can also be referenced by components. You don’t need to create asset files for regular, collaborative use of Salesforce Files.
- **[Salesforce Files: What’s Different or Not Available in the Salesforce Mobile App](https://help.salesforce.com/s/articleView?id=experience.collaboration_admin_limits_mobile_sf1_files.htm&release=264.0.0&type=5)**  
    Check out the differences between the desktop version and the mobile version of Salesforce Files.