Do you want to remove a file from a record but not delete it from your Salesforce org?

Yes, you can! Previously, a file owner could delete a file from Files Home or a record using row-level actions. But this method also removed the file from all records and posts where it was attached.

Now you can easily remove the file from a record without also removing it from other records, posts, or Files home.

In order to remove a file from a record, you must have at least collaborator access to the file.

Steps:

On the record’s Files related list, choose to Remove from Record from the row-level action menu. Enabled by default in all Orgs.

Atul Gupta

Atul Gupta is CloudVandana’s founder and an 8X Salesforce Certified Professional who works with globally situated businesses to create Custom Salesforce Solutions.

Atul Gupta, a dynamic leader, directs CloudVandana’s Implementation Team, Analytics, and IT functions, ensuring seamless operations and innovative solutions.