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Zorluk: ZorContent Management and Salesforce Files

An administrator at a financial consulting firm needs to restrict access to sensitive audit documentation attached to Opportunity records. Even though multiple sales team members have Read/Write access to the Opportunity records, the administrator must ensure that only the file owner and explicit file collaborators can view these attached documents. Which configuration change should the administrator make to satisfy this requirement?

  1. Set the File Privacy on Records option to Private on Record for the target files.Cevap
  2. B
    Change the Organization-Wide Default (OWD) sharing setting for the ContentDocument object to Private.
  3. C
    Create a permission set that revokes the View All Data object permission on Content Version for sales team members.
  4. D
    Configure an Opportunity sharing rule to restrict child record access to Private for all non-owners.

Cevap

Set the File Privacy on Records option to Private on Record for the target files.
The 'File Privacy on Records' feature allows administrators and file owners to override default file inheritance on records. By changing this property to 'Private on Record', users who have access to the Opportunity will no longer automatically see the attached file unless explicitly granted access.

Adım Adım Çözüm

1
Identify the file sharing behavior in Salesforce Lightning Experience when files are attached to records.
By default, files attached to a record inherit access from the parent record ('Visible to Anyone with Access to the Record').
Standard record sharing grants visibility of attached Salesforce Files to anyone who can view the record.
2
Determine the appropriate Salesforce Files property to override parent record access inheritance.
The 'File Privacy on Records' property can be modified on the file detail page or via API to 'Private on Record'.
This setting restricts file visibility so that users with access to the record cannot view the file unless they are the file owner or have explicit file sharing permissions.

Anahtar Kavram

File Privacy on Records in Salesforce Files
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