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, an 8X Salesforce Certified, working with globally situated businesses in creating Custom Salesforce Solutions.

A strong, dynamic, and accomplished leader, as Director at Atul Gupta, guides all the aspects of CloudVandana Salesforce Implementation Team, Analytics, and Information Technology functions.