Salesforce Dictionary - Free Salesforce GlossarySalesforce Dictionary
Salesforce Administrator
medium

How does Salesforce Files actually work under the hood?

Salesforce Files uses three core objects and a CDN-backed file store.

  • ContentDocument — the conceptual file. Has a Title, Owner, file extension, latest-version pointer.
  • ContentVersion — a specific binary version of a file. New versions are created on every edit; the old version remains queryable.
  • ContentDocumentLink — a join row connecting one ContentDocument to one related record (Account, Opportunity, Case, etc.). One ContentDocument can have many ContentDocumentLinks if the file is shared with multiple records.

Sharing model:

  • A user can see a file if they (a) own it, (b) have a ContentDocumentLink to a record they have access to, or (c) are explicitly granted access via the Files sharing dialog (ContentDocumentLink with LinkedEntityId of a User or Group).
  • Public Links — generated for guest sharing, optionally password-protected, with an expiry date.

Storage:

  • File storage is separate from data storage in your org's allocation — it has its own quota.
  • Per-file size limits depend on upload method: 2 GB per file for Lightning UI uploads, 38 MB for SOAP API, higher for Chatter REST API.
  • Files are stored in the org's region (US, EU, AP) according to where the org is provisioned.

What admins typically do:

  1. Migrate from Attachments. New orgs default to Files; old orgs may have years of Attachment data. Migration packages exist to convert.
  2. Manage public links — review and expire stale ones; this is a security audit item.
  3. Configure file upload security — Setup -> File Upload and Download Security restricts which file extensions can be uploaded (block .exe, .bat, etc.).
  4. Storage cleanup — old versions accumulate; admins schedule cleanup via Apex or third-party tools.

A common admin tip: encourage users to share Files via the Files component on the page, not via legacy Attachments. The Files component has versioning, sharing controls, and easier discovery.

Why this answer works

Tests platform fluency. The three-object model (ContentDocument, ContentVersion, ContentDocumentLink) is the core. Mentioning per-file size limits and the file-upload security setting signals depth.

Follow-ups to expect

Related dictionary terms