File Management

Running a Salesforce File Audit: A Simple Guide

A Salesforce file audit sounds complicated. But at its core, it's just answering a few questions: What files do we have? Where are they stored? How large are they? Are there files that shouldn't be there? The hard part isn't the audit itself — it's that Salesforce doesn't give you a simple tool to get this information.

Why Native Salesforce Falls Short

Salesforce doesn't have a built-in report showing all files across your org with details like file size, file type, record linkage, and upload date. You'd have to piece this together using SOQL queries or third-party data tools — neither of which is quick or accessible to non-technical users.

How to Run a File Audit with SFDC File Manager

SFDC File Manager is built for exactly this kind of task. Here's the process:

1. Open the app — it lives inside your Salesforce org, no external login needed
2. Select your object — run the audit across Accounts, Cases, Leads, or any object
3. Review the report — see file name, type, size, upload date, and linked record for every file
4. Filter if needed — narrow down by date range or file type
5. Export to CSV — save the inventory for review, compliance, or handoff

The whole audit can be done in minutes, not days.

When a File Audit Is Useful

• Preparing for a data migration
• Reviewing storage usage to reduce costs
• Compliance and legal hold checks
• Cleaning up orphaned or duplicate files

SFDC File Manager gives you the visibility to actually manage your Salesforce files — not just store them. And because it's deployed directly to your Salesforce instance, your file data never leaves your org.