To enable Salesforce Files, you must configure the two settings shown below. The first one is to include the actual objects that store the Content File information on Salesforce. The second one allows you to specify which parent objects that Pulsar should sync Files for.
Modify your existing sync object list setting to include these objects as well:
Key | pulsar.sync.objects |
---|---|
Value | ContentDocument ContentDocumentLink ContentVersion |
Also specify this setting to sync files attached to specific objects.
Key | pulsar.sync.cdl.objects |
---|---|
Value | <object type list separated by newlines> |
For example, to sync Files for Contacts and Accounts specify this value:
Account
Contact
Specifying these two settings will sync the content records that the user can access, but will not automatically retrieve the actual file during sync. Depending on your requirements, you may prefer to have your users not pre-download all the files, but to download individual files on demand (network connectivity permitting). If, however, you require your users to always have access to the files, specify the base64 setting below.
Include or modify the Base64 download sync setting to include ContentVersion:
Key | pulsar.sync.base64download.enabledObjects |
---|---|
Value | ContentVersion |
Admins will need to add the Files related list to the page layouts in order to see Files within Pulsar.