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.)
- Upload new revisions directly using the 'Upload New Version' button on the existing Salesforce File record.Cevap
- Set the 'File Privacy on Records' property to 'Private on Records' on the file details page.Cevap
- CCreate custom profiles for each project team and assign the 'Modify All Data' system permission to allow users to override version management.
- DEnable Feed Tracking on the Project object to automatically overwrite existing file attachments upon new file uploads.
Cevap
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.
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Anahtar Kavram
Salesforce Files Versioning and File Privacy Controls