Types of document storage in SalesForce

Types of document storage in SalesForce:

Feature/ Type CRM Content Files tab Documents tab Notes and Attachments related list Google Docs tab
Can associate with a record Yes, through content types/workspaces /lookup fields No No Yes, mandatory No
File size limit ? 500 Mb/user 100 Mb/file 5 Mb/file 5 Mb/file, 10 Mb/email 1 Gb/file upgradeable
Can be imported through Data Loader Yes No Yes Yes No
Externally accessible through link Allowed Allowed Allowed for images only No Yes
Can see files from other tabs No Yes No No No
Tracks when file is viewed Yes No No No No
Search inside the file Yes Yes Yes No No
View file in web page Yes Yes No No Yes
Mobile access Yes ? No No ?
Can create content packages Yes Yes No No No
Can follow/ be notified of file updates Yes Yes No No No
Private section Only if file is on personal workspace Yes Yes No No
Relation to Chatter Yes Yes No ? No

Pertinent discussions:

What’s the actual difference between the Documents, Content and Files tab?
What is the difference between a Chatter file and a Salesforce CRM Content file?
Viewing and Editing Google Docs, Notes, and Attachments
What is the CRM Content file size limit?
SF App Limits Cheatsheet

Differences between Files, Salesforce CRM Content, Salesforce Knowledge, Documents, and Attachments

Please let me know if you find any inaccuracies in the table above.


Posted on 05/12/2011, in documents. Bookmark the permalink. Leave a comment.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: