Experience Cloud / Community File Attachment Visibility
Make FILE ATTACHMENTS in records visible to Community users
Overview
By default, FILES attached to records are visible only to internal users. Community users with access to the same record do not see the attached files as a result. We address this gap by making it easy for attachments to be available in a community.
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
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package