Upload Large Documents to Salesforce

As we know we can upload documents to salesforce directly but this is possible for document size up to 6 MB only. So, How to upload documents greater than 6 MB?

Here we are going to do it with the help of REST API :

UPLOADING DOCUMENTS USING REST API

There may occur a case where you need to upload a document using REST API. For instance, uploading a large document and linking it to multiple records. We will utilize the following objects to fulfill this requirement:

• Content Version

• Content Document

• Content Document Link

You can get more details about each of the above-listed objects here.

Steps to upload document

Step 1 - Connect your postman with your org to get the access token.

To know more about how to connect postman with org: Click here

Response to the above API would come like this:

Choose the document you want to upload -> click on the button. 'Encode file to Base64'

Copy the encoded Base64.

Step 2 - Create a content Version

1. Enter endpoint <Your-org-instance>.my.salesforce.com/services/data/v54.0/sobjects/ContentVersion

2. Click on headers -> Select Key: Authorization and Value: Bearer <Access token Generated in Step 1>

Example: Bearer<space>00D5i000000l94I!ARkAQKy5Cp0YsNMEuGyRgKvon0.1iwfH30gXLKsqEvHKF3JrepJ4M7AB23klE4VddWLmt03cTtBNuiI1k28AD0Qp4TTZZ5gCa

3. Click on body -> Enter the below information

​Title	Mention the document name.
​PathOnClient	​Mention the complete path of the document. To see the document in the Preview tab, specify the complete path including the path extension.
​ContentLocation	It represents the origin of the document.
​VersionData	​Provide encoded base64 generated in step 2.

Click on the 'SEND' Button. You will get this as a response:

Step 3 - Fetch the Content Document Id from Content Version.

Use SOQL query to get the ContentDocumentId from content-version by passing content-version-id.

Method: GET

Content Version Id: Id received from step 3.

Endpoint:

<your-

instance>.my.salesforce.com/services/data/v54.0/query?q=SELECT+ContentDocumentId+FROM+ContentVersion+WHERE+Id+=+'<Content Version Id>'

In response we will get the ContentDocumentId.

You may recheck this document id by appending it after your instance like: <your-instance>.lightning.force.com/<ContentDocumentId>.

On search, you will be redirected to the document page in Salesforce

Step 4 - Assign the document to a record by using the content document link.

EndPoint: <Your-Instance>.my.salesforce.com/services/data/v54.0/sobjects/ContentDocumentLink

Method: POST

Set the body with the following attributes:

ContentDocumentid: - This is ContentdocumentId generated from step 4

LinkedEntityId:- Contain Id of records in which we have to attach the document.

Visibility: - Provide visibility of your document.

Response

Now, you have successfully linked the document to the record provided in LinkedEntityId.

Happy!! To help you add to your knowledge. You can leave a comment to help me understand how the blog helped you. If you need further assistance, please leave a comment or contact us. You can click on "Reach us" on the website and share the issue with me.

Blog Credit:

S. Chaudhary

Salesforce Developer

Avenoir Innovations Pvt. Ltd.

Reach us: team@avenoir.ai