|Describe methods to store files and attachments in Salesforce.||Sales Cloud - Content Library Demo|
[Must / 4m / Salesforce.com]
Differences between Files, Salesforce CRM Content, Salesforce Knowledge, Documents, and Attachments
[Must / Short / Salesforce.com]
Upload Files to Notes & Attachments List in Salesforce Classic
[Should / Medium / Salesforce.com]
|Documents (Standard Tab)
-This is the original way to store files in Salesforce. Many of the original features of Salesforce (email templates, application logos, etc.) will only reference files in the documents tab. No sharing mechanism, but files can be exposed for public consumption. Allows for replacement of a document, but no version control. Access is controlled by folders.
Notes & Attachments (Related List on Page Layout)
-This is the original way to attach a file to a record in Salesforce. Cannot be configured, no version control, or sharing mechanisms. Access to attachments is granted if the user has access to the record. As of the Winter '16 Release, files uploaded to Notes & Attachments can be managed using Salesforce Files.
-Content was once a paid add-on, but is now included free of charge. Users must have the "Salesforce CRM Content User" checkbox enabled on their user record in order to access the Content tab. Content provides mechanisms to share documents, version control, and granular access controls.
-Files can be attached to posts in Chatter. This allows for users to quickly share a file, but information can also get easily lost in a feed. Access to the shared file is determined by access to the post itself. See Chatter section in this guide for additional details.