Working with files in Salesforce can sometimes be a little tricky. There are a couple of different ways Salesforce can add files to a record: they can either be
Attachment records (legacy format from pre-Lightning days) or they can be added as
ContentDocument records (modern format). These have a few different layers and are linked up in the following way:
The files will be typically be shown under the
Notes & Attachments section for a record such as an
Account or a
For the ContentDocument type Files, they are stored in the following way: The underlying data for the file is stored in a
ContentVersion record, further information on who created the file etc. are stored in the
ContentDocument record. This is linked to the underlying record (such as an
Contact, etc.) via a
ContentDocumentLink junction object record.
If a record with an attached file has been deleted, the easiest way to restore this is via the
Restore <Object> with dependencies. We will walk through an example of a deleted
Account record (which has files attached to it).
Initially we notice that the
Account record has been picked up as been deleted when we view the run:
Once we click on
Restore Account with Dependencies
Gearset will show you a dependency tree of records that have been deleted.
Files (ContentDocument) - this will include all the related records for restoration in a single-click: the associated
ContentDocument, ContentVersion, ContentDocumentLink records. Click
continue to build up a restoration plan, this will also automatically take you through the problem analyzer steps as well as the comparison for disabling validation rules, flows and triggers:
Deploy Data to restore the data to your Salesforce org. Once this completes, it will show a summary like this
contact record along with the attached file are now restored to Salesforce:
If you are looking to deploy attached files to another org, please see this documentation.
Please reach out to us in the chat widget if you would like any further help with this.