Custom Object File Field

customfieldslightning

I'm relatively new to Salesforce development. I have a requirement to create custom fields on our custom object; some of these fields must be able to hold a file attachment (PDFs usually).

I cannot seem to find any way to add a field where the user can upload a single file. The closest I can get is adding the Files related list in the lighting app builder, but this feels more like a work-around as its essentially just a bucket to hold all the files.

I haven't messed much with Apex Code but I'm sure theres a way to do it via code, I just need some help to be pointed in the right direction since I'm a little confused on how apex classes interact with objects and store data.

Thanks!

Best Answer

There is no such thing as a 'file field' in Salesforce. Files cannot be part of a record on a custom object. They can only be 'related' to a record. This is what you see when you add the Files related list to the page layout.

Judging from your description, you need the ability to upload files of a certain predefined type to a custom object record. This is not a standard ability of salesforce. It can be built using apex/lightning but that is not a beginner's project.

Maybe you are better off with a 3rd party app from the AppExchange. E.g. https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000MRhurEAD seems enable you to do what you need.

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[SalesForce] Retrieve all objects and field attributes in json

Well I believe you can do it with any language that supports HTTP calls by calling SFDC REST API OR via Apex directly OR you can use an appexchange package on AppExchange (I am not affiliated to this APP.)

I use JavaScript. SFDC has a rest API, however to access this you'll will require an access token which you can generate via Developer console easily(Execute System.debug(UserInfo.getSessionId()) in developer console's execute anonymous) or via OAuth Username-Password flow

Then use any language to issue a request to you instance

https://<instance>.salesforce.com/services/data/v26.0/sobjects

to get a list of all objects.

After you get the response containing all objects, you can issue http get calls one by one to

https://<instance>.salesforce.com/services/data/v34.0/sobjects/<OBJECTNAME>/describe

to get all the fields. Now you have all the data, you can do some JSON structuring to get the data in desired format.

[SalesForce] the most efficient way to get object field labels in Lightning component

Best practice and solution would be to get the actual sObject from the server side and put it as the attribute, lets say this is a custom object called TestObj__c:

<aura:attribute name="myObject" type="TestObj__c" />

Then - all fields that you will attach to components would have labels - also the translated ones!!!

And also - since getting field labels from client side is not supported yet - you can support my idea that does exactly what you have asked for:

https://success.salesforce.com/ideaView?id=0873A000000cNLeQAM

Best Answer

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