How-To Guide

How to See Every File Attached to a Salesforce Record

When someone asks "what files are on this account?" the instinct is to open the record and scroll through the Notes & Attachments related list. That works fine for one record. But what if you need to check 50 accounts? Or 500? Scrolling through each one individually is not a workflow — it's a bottleneck.

The Native Limitation

Salesforce doesn't offer a standard report that shows files linked to records across your whole org. You can open one record at a time and see its attachments, but there's no built-in cross-record file view. This creates real problems for teams that need to:

• Verify all contracts are attached to closed opportunities
• Confirm every support case has a supporting document
• Audit which accounts have files and which ones don't

Using SFDC File Manager

SFDC File Manager lets you run a file report across any Salesforce object. Pick the object — Accounts, Cases, Opportunities, or any custom object — run the report, and get a clean list showing every record and every file attached to it.

From that report you can:

• See file name, type, size, and upload date
• Filter by object, date range, or file type
• Download all matching files in one ZIP
• Export the full list to CSV for offline review

Your Data Stays in Salesforce

The entire process runs inside your Salesforce org. There's no external system, no data export to a third-party server, and no API setup required. SFDC File Manager is 100% native — installed directly from AppExchange and deployed straight to your Salesforce instance.

If your team needs to track which records have files — and which ones don't — SFDC File Manager gives you that visibility in minutes, not days.