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Difficulty: MediumContent Management and Salesforce Files

A Salesforce Administrator at an architectural firm needs to configure file management rules for design blueprints attached to custom Project records. The administrator must ensure that when a draft is updated, all attached Project records automatically point to the latest revision, and that only file owners or administrators can modify the file's privacy level on attached records. Which two actions should the administrator take to fulfill these requirements? (Choose 2 answers.)

  1. Upload new revisions directly using the 'Upload New Version' button on the existing Salesforce File record.Answer
  2. Set the 'File Privacy on Records' property to 'Private on Records' on the file details page.Answer
  3. C
    Create custom profiles for each project team and assign the 'Modify All Data' system permission to allow users to override version management.
  4. D
    Enable Feed Tracking on the Project object to automatically overwrite existing file attachments upon new file uploads.

Answer

The administrator should upload new revisions using the 'Upload New Version' feature on the Salesforce File and set the 'File Privacy on Records' attribute to 'Private on Records'.
Salesforce Files natively supports revision tracking through the 'Upload New Version' feature, which updates the file content everywhere it is shared without severing existing links to records. Additionally, configuring 'File Privacy on Records' to 'Private on Records' restricts visibility modifications on attached records exclusively to file owners and administrators.

Step-by-Step Solution

1
Analyze version control requirements for attached files in Salesforce.
Using the 'Upload New Version' button on a Salesforce File keeps all existing record relationships intact while updating the active document version across all linked records.
Creating separate file uploads for each revision creates duplicate files and broken record links.
2
Analyze file privacy controls on record attachments.
Setting 'File Privacy on Records' to 'Private on Records' restricts non-owner/non-admin users from altering the file's sharing privacy on record detail pages.
By default, files attached to records inherit visibility from the record unless explicitly restricted via the File Privacy setting.

Key Concept

Salesforce Files Versioning and File Privacy Controls
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Topics

Content Management and Salesforce Files

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