Give Edit access to files to non-system admin users

filespermission-setspermissions

Purpose for this access is because the super users want to edit the File names to a proper naming convention that were uploaded in the Opportunity object.

Permission sets I tried to assign:

  1. App Permissions :
    • Manage record types and layouts for Files
    • Manage Content Permissions
  2. Modify ALL in Opportunity object (since the related Files is attached to Opportunity)
  3. Object Settings for Files -> Tab = Default On (Files have no Read,Edit,Modify all permission)

All the above weren't successful.

File permission I want :

System Admin File Permission view

File Permission I get instead :

Non-System Admin View

Best Answer

After speaking to Salesforce support. I was told that I needed to enable the setting at Setup > Salesforce Files > General Settings > Set file access to Set by Record for files attached to records

Salesforce Files Settings

Enabling this will automatically give roles higher up the hierarchy of the record owner access to edit the Files uploaded by record owner.

However the huge catch is, this Edit file access to non-system admin users will only apply to files uploaded AFTER the setting was enabled.

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