How Do I Share Files in Salesforce
On Files Home, Click Upload Files, Select a File, Then Click Sharing Settingsand Choose Anyone with Link. … on the Home Page, Click Create New | File, Click...
On Files home, click Upload files, select a file, then click Sharing Settingsand choose Anyone with Link. … On the Home page, click Create New | File, click Choose File, select a file, and then select Share via link from the dropdown menu.
- Select the file you want to share.
- Click Share or Share .
- Under “Share with people and groups,” enter the email address you want to share with.
- To change what people can do to your doc, on the right, click the Down arrow. …
- Choose to notify people. …
- Click Share or Send.
In Salesforce Classic, click Show All to open Sharing Settings, where you can: See who the file is shared with and their permission: owner, collaborator, viewer, or no access.