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Experience Cloud / Community File Attachment Visibility

Make FILE ATTACHMENTS in records visible to Community users

Overview

  • Declaratively state which object record(s) will show FILE ATTACHMENTS in communities

  • Retroactively update the file attachment visibility of existing file attachments set

  • Retroactively reverse the changes and remove the file attachment visibility

The Challenge: FILES that are attached to records by an internal user are only visible to internal users by default. Experience Cloud users who have access to the same record do not see the files attached to that record as a result. Our Solution: We address that gap by making it very easy for your administrator to update file visibility for experience cloud end users. We do this with clicks, not code! Advantages for Businesses: 1. Share file attachments within records with community users 2. Easily request for changes to the record criteria based on your current business needs 3. Easily update the file attachment visibility based on your organizations changing needs and future requirements Advantages for Administrators/Consultants: 1. Easily set record criteria for which record(s) and therefore file attachments are visible to communities 2. Retroactively bulk update file attachment visibility based on criteria 3. Retroactively reverse the file attachment visibility and remove the criteria Product Roadmap (Future - Safe Harbor): Ability to generate csv files of all files and their current visibility

Categories

Business Needs
Admin & Developer Tools
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package