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2. Create a Bucket Field on the file object
The Bucket field is defined on the file object, such as Account File, Case File, etc. We’ll use Account Files as an example here. This is a different field than the Bucket Id field that already exists on our out-of-the-box file objects (Account File, Contact File, Opportunity File, Lead File, and Case File) or that you created on your Custom File Objects.
Go to Setup->Object Manager->Account Files
Go to Fields and Relationships
Click New to create a new field
Choose what type of field it is, such as Text, Formula, Picklist.
Give your field a name (ex: Bucket To Upload To)
You can choose a default value if you wish, or you can choose to populate the Bucket To Upload To field on each file you upload
Once you’ve finished, click Save
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| Info |
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Uploading files When uploading files, if no bucket is selected, the file will be uploaded to the default bucket, which is chosen during bucket setup. |
How Multi-Bucket support
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works with other features
Upload with duplicates not allowed: Duplicate names are checked on a per-record basis. If you have an Account File called FileA on AccountA in Bucket1, you will get a duplicate warning if you try to upload FileA on AccountA into Bucket2. If you choose to “overwrite”, the old FileA will be deleted from Bucket1 and the new FileA will be uploaded to Bucket2.
Versioning: New versions are uploaded to the same bucket.
File Sync: Files will be synced to the bucket from the bucket field when possible. If the bucket cannot be determined (for example, it is normally selected through the user interface during upload), then files will sync to the default bucketFile Sync only syncs files to the Default Bucket.
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File Sync does not support multiple buckets. |
Preview and Thumbnail: Previews and Thumbnails are generated for files as expected and reside in the bucket along with the file.
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