#1MinuteTip You can share file via link with anyone inside or outside of your Salesforce organization. Create and send the public link through email or a message. You need to have the System Permission “Create Public Links” via your profile or permission set
Upload the file in Salesforce -> Click ‘Public Link’ -> Click ‘Create Link’
Click ‘Copy Link’ -> Share it through email or a message. The recipient can open the web-based version of the file. They can preview and download it.
References & Useful URLs
- Salesforce help article – Share Files Via Link
Hi Asish,
Do you by chance know if the “create public link permission” is added to a profile or applied via a permission set:
1) Are there any other settings that need to be applied to allow the user to share a public link?
2) If the sharing settings on an opportunity is “internal” for example but a user has access to an object in that opportunity (file for example) can they still create a public link for the file they can access?
3) Does this also mean if a user has “Create Public Link” permission ANY file they can access can be shared via a public link regardless of any sharing rules of role hierachies?
Hi Jesse,
You can add the “create public link permission” to both profile/permission set. But since Salesforce is moving away from profiles, it will now be better to use permission set.
For your other questions, you will need to test it out as I haven’t tried those myself.
Hi Ashish,
Can we allow our user to create public link for case attachments without giving them a permission for public link sharing.
To the best of my knowledge, I don’t think there is an out-of-box declarative feature to achieve this, Khalid. Though you should be able to achieve this with some custom coding.
Hi Ashish, can we mask this public link URL ? (like we do for community). we have few public files and share them via knowledge articles to community users. when user click the link, they see the salesforce URL, but we want to show them masked URL. any idea / thought how can we achieve this?
Hi Dinesh, to the best of my knowledge, there isn’t any out of the box functionality in Salesforce to mask the URLs. But there are some 3rd party tools that can help you do that. In one of the projects I worked on in 2015, my customer did something like that. Unfortunately I do not remember the details or the 3rd party that they used.