File/Attachment Sync takes files that are uploaded to Salesforce Files or Salesforce Attachments and syncs them with S-Drive for the selected object. Sync is processed based on a queue, so new items will appear in S-Drive in a few seconds/minutes.
Since files uploaded to Chatter are also Salesforce Files, these are synced to S-Drive as well. If you have “delete after sync” enabled, a comment will be posted to Chatter to let users know the file has been synced to S-Drive.
Once you configure File/Attachment Sync with S-Drive, you can start using File/Attachment Sync features. See File/Attachment Sync to configure this feature.
Below is an example screenshot in Classic after user uploads a File to the Files section of the Accounts. It creates into the S-Drive. This feature works in Classic and Lightning.
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A note about Permissions
Check the "user to send as" profile. It must have
Users who upload files that will be synced must also have profile permission for the Attachment Sync object. |
File sync with Chatter
Files attached to Chatter posts are “Files” in Salesforce and are synced to S-Drive if file sync is configured. If you check the “Enable To Delete Files/Attachments After Upload” box, then the Chatter file is deleted from the Chatter post. A message will be displayed saying that the file was synced to S-Drive.
In this “before” image, a file is attached to a Chatter post.
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After refreshing the page, it is synced to S-Drive and a message appears in the Chatter post telling the user the file was synced.
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