How can I manage file attachments and association with records by using Current Document Link?

255    Asked by DeepakMistry in Salesforce , Asked on Mar 28, 2024

I am currently engaged in a particular task that is related to developing a Salesforce application for a company that handles customer contracts. This particular application needs to slow users to upload contract documents and then associate them with specific account records. How can I manage file attachments and their association with records by using ContentDocumentLink? 

Answered by Deepak Mistry

 In the context of Salesforce, here are the appropriate approaches given for your particular Objective:-

Creating Content Documents for the contract document

When a user uploads a contract document, a content document record is created for storing the file content in Salesforce.

Link content Document to account record

You can use the context Document link to associate the uploaded contract document with the appropriate account record.

Ensuring access control

You can set the share type and visibility Field in the content Document to control access to the linked content document.

Here is the example given of how you can Create a Content Document and link it to the account record by using the Content Document link in the Salesforce apex:-

Public class ContractDocumentManager {
    // Method to upload contract document and link it to Account record
    Public void uploadAndLinkContractDocument(Id accountId, String documentTitle, String documentContent) {
        // Create ContentVersion for contract document
        ContentVersion cv = new ContentVersion();
        cv.Title = documentTitle;
        cv.PathOnClient = ‘contract.pdf’;
        cv.VersionData = Blob.valueOf(documentContent);
        insert cv;
        // Link ContentVersion to Account record using ContentDocumentLink
        ContentDocumentLink cdl = new ContentDocumentLink();
        cdl.ContentDocumentId = cv.ContentDocumentId;
        cdl.LinkedEntityId = accountId;
        cdl.ShareType = ‘V’; // Viewer access
        cdl.Visibility = ‘AllUsers’; // All users within the Account
        insert cdl;
    }
}


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