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ANWESA PRAMANIK
Need to provide access to external users to uploaded documents in salesforce without prompting for login
After attaching a file in 'Notes and Attachment' section whenever I am clicking in view file then I get a url for viewing this file.
Now the requirement is that this url should be accessible to external users without prompting for login.
Can anybody please help.
Thanks in advance.
Now the requirement is that this url should be accessible to external users without prompting for login.
Can anybody please help.
Thanks in advance.
This cannot be done using Notes and Attachments, at least as of now. Mainly because these docs are ment for users of Salesforce.
You can do this by implementing Salesforce Contents (https://help.salesforce.com/apex/HTViewHelpDoc?id=content_initialsetup.htm).
Instead of attaching the file under Notes & Attachment, upload it to "Content Deliveries" related list. Here is the step by step process (https://help.salesforce.com/apex/HTViewHelpDoc?id=content_delivery_about.htm&language=en_US) of doing this, so that you can share this document with outside Salesforce users (without loggnig in).
Does this help?
--
Abhi
All Answers
This cannot be done using Notes and Attachments, at least as of now. Mainly because these docs are ment for users of Salesforce.
You can do this by implementing Salesforce Contents (https://help.salesforce.com/apex/HTViewHelpDoc?id=content_initialsetup.htm).
Instead of attaching the file under Notes & Attachment, upload it to "Content Deliveries" related list. Here is the step by step process (https://help.salesforce.com/apex/HTViewHelpDoc?id=content_delivery_about.htm&language=en_US) of doing this, so that you can share this document with outside Salesforce users (without loggnig in).
Does this help?
--
Abhi
Why dont you try uploading your documents in the File tab and then click Share via link to the external users without they logging into the salesforce.
You can also use content delivery!!
Please go through the below link
https://help.salesforce.com/HTViewHelpDoc?id=collab_files_sharing_via_link.htm&language=en_US
Best Regards
Naga Kiran
Now can you please tell me how can I find that url of document after sharing a document using Content tab.
Thanks in advance.
Regards,
Anwesa