FirmWorks Files just got seriously more powerful.
Upload, find, manage, share and automate thousands of files without leaving Salesforce. No disconnected systems. No off-platform workarounds.
Your Files Just Got A Serious Upgrade
We’ve been busy behind the scenes, and we’re pretty excited to finally show you what we’ve been working on.
The biggest FirmWorks Files update yet is here, packed with new ways to find, manage, upload, report on, share, and automate your files in Salesforce.
And when we say big update, we mean it.
Here’s what you can do now:
✓ Find files with smarter, metadata-driven search
✓ Search across related Salesforce records
✓ Upload hundreds or thousands of files at once
✓ Update and manage entire file sets in bulk
✓ Manage metadata and file versions
✓ Preview files without leaving Salesforce
✓ Report on files and missing documentation
✓ Build file activity into Salesforce Flow
✓ Better manage sharing and governance
✓ Monitor it all from the Files Dashboard
Find faster. Do More. Automate the Rest.
Same Salesforce Files. A whole lot more you can do with them.
We can’t wait for you to put it to work.
They’re still Salesforce Files.
They can just do a whole lot more now.
FirmWorks Files turns the documents already in Salesforce into searchable, actionable and reportable business information.
Upload thousands of files. Find them using Salesforce data instead of filenames. Manage them in bulk. Uncover missing documentation. Control external sharing. And make files part of your automated business processes.
Find
Search and filter using tags, custom fields, dates, types and related Salesforce records. Find what you need, identify what’s missing and share searches with your team.
Upload
Upload at scale with duplicate detection, versioning and progress tracking. Apply required or conditional tags as files come in so they’re organized and searchable from the start.
Act
Select files across your results and update tags, change owners, link or unlink records, manage public links, download files and data, or delete files in bulk.
View
View PDFs, Office documents, images, video and audio without leaving the Salesforce record you’re working on. Less bouncing around. More getting things done.
Share
Create, password-protect, track and revoke public links. Manage sharing individually or in bulk without moving documents outside Salesforce.
Version
See who uploaded each version and when, open or download previous versions, and prune old versions that are unnecessarily consuming storage.
Turn file compliance into a Salesforce process.
Which closed Accounts have an MSA? More importantly, which ones don’t?
File Reporting uncovers missing documents, expiring contracts and compliance gaps using your Salesforce data. Record Reporter can surface those requirements directly on records or in Flow and prevent processes from moving forward until the right files are there.
No document. No next step.
Bring Files into Salesforce Flow
Files don’t have to sit on the sidelines of your business processes.
Collect documents during a process, validate that required files exist and respond to file activity automatically.
From customer onboarding and employee documentation to contracts and compliance, FirmWorks Files turns documents into an active part of the workflow.
Upload
Bring documents into Salesforce at any point in the process.
Validate
Confirm the right files are there and quickly surface what’s missing.
Act
Keep Moving
Move the process forward once the documentation checks out.
Meet your file command center:
FirmWorks Files Dashboard
How much storage are your files consuming? Who has a FirmWorks license? Which automations interact with files? Where are FirmWorks components being used? How many files still have no tags?
See the answers in one place.
The Files Dashboard gives administrators an at-a-glance view of:
• File & Data Storage
• Licenses & Expiration
• Permission Assignments
• FirmWorks Configurations
• Reports & Schedules
• Flows & Triggers
• Lightning Page Usage
• Untagged Files
Then jump directly to where each item is managed.
Less Salesforce scavenger hunt. More visibility.
Use Case Possibilities are Endless
Financial Services & Insurance
Know which client and compliance documents you have. More importantly, know which ones you don’t.
Nonprofit
Make grant, donor and program documentation easier to find, report on and put to work.
Staffing & Recruiting
Turn resumes, certifications and onboarding documents into searchable, reportable parts of your Salesforce process.
Government & Public Sector
Collect, validate and act on required documentation without moving it outside Salesforce.
Professional Services
Keep contracts, SOWs and deliverables connected from opportunity through engagement.
Manufacturing
Keep contracts, certifications and specifications connected to the customers, products and processes they support.
And there's more!
FirmWorks Notes
Salesforce Notes with autosave, tags, search, version history, side-by-side comparison, restore, PDF conversion and reporting.
Smarter File Relationships
Connect files across related Salesforce records and get suggestions for other records that may need access.
Curated File Experiences
Show users the documents they actually need using purpose-built tabs, tiles, carousels and embedded viewers.
Record Reporter
Show missing-document requirements directly on Salesforce records and inside Flow.
Reports You Can Act On
Run File Reports inside File Manager, then immediately filter, tag, share or download the results.
Native Salesforce
Built with Lightning Web Components with Salesforce mobile support and user-facing experiences in English, Spanish, Spanish (Mexico) and French.
Salesforce files that do more.
Finally, a file management tool that enhances the functionality of Salesforce files with enhanced file previews, report compliance automations, upgraded file search, bulk file upload and more.
Check out the video!
Frequently Asked Questions
Is FirmWorks Files easy to set up?
FirmWorks Files is designed to be easy to set up and simple to use, so you can get up and running quickly without added complexity. And if you ever need a little extra guidance, Files on Film page is always here with step-by-step walkthroughs and expert tips to keep you moving forward with confidence.
Is FirmWorks Files compatible with Notes & Attachments?
The FirmWorks Files Managed Package is compatible only with Lightning Files.
What are the next steps after installing FirmWorks Files?
After installing the FirmWorks Files Managed Package, assign specific users the FirmWorks Files Permission Set and grant each user a FirmWorks Files License through Setup -> Installed Packages -> FirmWorks Files -> Manage Licenses.
Create custom fields on the Content Version Object for File tagging.
Configure Lightning Record Pages on the objects where FirmWorks Files will be used to Tag & Upload Files.
Optionally, use the Configuration Fields within the FirmWorks Files Lightning Components to control default values, end user experiences, custom labels, and more.
For more details on Configuring FirmWorks Files, see the Quick Start Guide.
What is a File ‘Tag’?
In the context of FirmWorks Files, a ‘tag’ is the categorization of a file using a custom field on the Content Version Object.
- Example: A Real Estate Firm ‘tags’ photos of listings as either Commercial and Residential in a Property Type Picklist custom field.
- Example: An Insurance Firm ‘tags’ Contracts with an Expiration Date in custom field that allows assigned Agents to query Contracts with upcoming renewals and export those Contracts.
Tags should be created by System Administrators with knowledge of Salesforce field types and file querying needs.
Where can I use FirmWorks Files within Salesforce?
The FirmWorks Files Installed Package contains a file search tab that will display all files in a Salesforce database. This provides an area to filter across records for files that share a common tag or search criteria.
- Example: A Non-Profit Organization needs to export all uploaded files of scanned images of check donations to provide for a year-end audit.
FirmWorks Files can query across all Opportunities where the file tag was set to ‘Scanned Check’ and allow for an end user to download that set of files into a local zipped folder.
The FirmWorks Files Installed Package also contains three Lightning Components that allow for tagging, uploading, and searching files directly on Standard or Custom Object records.
File Tagger and File Tag Launcher are both components that provide the ‘Tag and Upload’ features while the FirmWorks Files components provide the search, filtering, and download features.
How can files be shared to Experience Users?
The ‘Share with Experience Users’ toggle controls Experience Sharing as file(s) are uploaded to Salesforce.
What is the ‘Enhanced record access’ setting?
The ‘Enhanced record access’ toggle controls which Internal Salesforce Users can see and/or modify the File(s).
See the Salesforce Help Article that defines these File Sharing Settings.
What happens when I enable ‘Upload Multiple Documents’ and upload more than one file at a time?
When multiple documents are uploaded at the same time, all files will receive the tags/values that were selected prior to uploading.
File tags can be changed or removed after the files are successfully attached to the related record.
How can I export all files returned in my search?
In the FirmWorks Files Lightning Component or the File Search Tab, click the gear icon in the top right corner to expose additional View and Download features.
Click the Download button for FirmWorks Files to export all files in the view into a zipped folder.
I have my FirmWorks Files licenses, but still need a little help
Firstly, thank you for downloading FirmWorks Files! If you need a little help standing it up or understanding all its features there are a number of locations to get answers:
- Use the tiles on the updated FirmWorks Files dashboard
- Quick Start Guide
- Features
- Files on Film: How-To & More
- Troubleshooting
- Advanced Documentation
- Book a Working Session
Your files are already in Salesforce.
It’s time they started working like it.
