Set File Sharing to Inherit Record Settings

When attaching files to records, you can have the files inherit the sharing settings of those records. For instance, when a user can edit a record, you want them to be able to edit the files on that record, too. Now you can set the default sharing permissions on files that are attached to records. The preference lets files follow the sharing settings of the record.

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

Why: Previously, when you added a file to a record, the sharing setting was set to Viewer by default. To update file sharing to Set by Record, you had to change the setting on each file. Now you can update the default setting so users’ access to a file that is attached to a record automatically follows their level of record access.

When the preference is enabled, a user with read/write access to the record gets collaborator access to an attached file. A user with read-only record access gets viewer access to the file.

Note

Note

When the preference is disabled, all files attached to records default to viewer access.

This setting applies to files that are attached to records through the Files related list and files attached in the record’s Chatter feed.

How: For new orgs, this preference is auto-enabled, and files on records are set to Set by Record by default. For existing orgs, go to Setup and enter Files in the Quick Find box. Under Salesforce Files, choose General Settings. Enable the preference Set file access to Set by Record for files attached to records.