Remove a File from a Record Without Deleting It Everywhere

Want to remove a file from a record but not delete it from your Salesforce org? Now 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.

Where: This change applies to Lightning Experience in Professional, Enterprise, Essentials, Performance, Unlimited, and Developer editions.

Who: To remove a file from a record, you must have at least collaborator access to the file.

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

Remove from record is a row-level action on Files home.