Content-Document-Link-Utils

Makes files uploaded to Salesforce records visible to Experience Cloud users. By default, Salesforce sets ContentDocumentLink.Visibility to InternalUsers when a file is attached to a record, which hides the file from external users even if they have access to the parent record.

Salesforce Help Article: https://help.salesforce.com/s/articleView?id=005101347&type=1

How it works

• ContentDocumentLink trigger (before insert) calls ContentDocLinkVisibilityHandler, which sets Visibility on each new ContentDocumentLink.
• The trigger has no effect when Experience Cloud is not enabled for the org.
• Configuration lives in the Content_Document_Link_Visibility_Setting__mdt Custom Metadata Type. A Content_Document_Link_Visibility_Setting__mdt must be created for each SObject type to apply the new default to.
• Each record's SObject field (a lookup to the object) is required and unique: one setting per object.
• Each record's Default Visibility field is required: All Users or Internal Users.

Only new ContentDocumentLink records are affected. Existing files from before package installation with Visibility = InternalUsers are unaffected.

Creating a Content Document Link Visibility Setting for an Object

• ⚙️ Setup -> Search "Custom Metadata Types" -> Find Content Document Link Visibility Setting -> Click Manage Records -> Click New
• Create and Save a Setting:
  • Label: [Your SObject's Label]
  • Content Document Link Visibility Setting Name: [Allow to auto-fill]
  • Default Visibility: All Users (Default)
  • SObject: [Find and select your SObject type]
• Click Save

Development

To work on this project in a scratch org:

1. Set up CumulusCI
2. Run cci flow run dev_org --org dev to deploy this project.
3. Run cci org browser dev to open the org in your browser.