Overview
SFDC File Manager is a native Salesforce application available on the Salesforce AppExchange. It extends Salesforce's built-in file management by providing:
- Detailed reports on files and attachments linked to any Salesforce object
- One-click mass download of multiple files or attachments
- Filtering and sorting capabilities on file reports
- CSV export of file reports for offline analysis
- Bulk download of Static Resources and Documents
- Ability to save and share reports across your Salesforce org
All data and operations remain within your Salesforce org. SFDC File Manager does not connect to any external servers or services.
Getting Started
After installing SFDC File Manager from AppExchange (see the Install guide), follow these steps to launch it:
Open the App Launcher
Click the waffle/grid icon in the top-left corner of Salesforce to open the App Launcher.
Search for "SFDC File Manager"
Type "SFDC File Manager" in the search box and click the app tile to open it.
The main dashboard opens
You'll see the main interface with options to select an object type, set filters, and run a report. From here, you can access all features of the app.
Run a File Report
A File Report shows you which records of a selected Salesforce object have files (Salesforce Files / Content Documents) linked to them.
Steps to run a File Report
Select an Object
From the dropdown, choose the Salesforce object you want to report on — e.g., Account, Contact, Opportunity, Case, or any custom object.
Choose Report Type
Select "Objects with Files" to see records that have at least one file, or "Objects without Files" to find records with no files.
(Optional) Add Filters
Click "Add Filter" to refine results — for example, filter Accounts by a specific industry or Opportunities by stage. Learn more about filters.
Click "Run Report"
The results grid will show all matching records along with their file counts and file names.
Select Records & Download
Check the records you want and click "Download Selected" or "Download All" to bulk-download the files. Learn more.
Run an Attachment Report
An Attachment Report is identical to a File Report but queries Salesforce classic Attachments rather than Files (ContentDocuments). Use this if your org still stores data in the older Attachment format.
The steps are the same as for a File Report — select your object, choose "Objects with Attachments" or "Objects without Attachments", optionally add filters, then run.
Note: Salesforce deprecated classic Attachments in favour of Files. If you're on Lightning Experience, most files will be in the Files (ContentDocument) format.
Mass Download Files
After running a report, you can download files in bulk:
- Select one or more records from the report results using the checkboxes.
- Click the "Download Selected" button, or use "Download All" for all results.
- All files from the selected records will be packaged and downloaded to your computer.
Download volume is subject to Salesforce governor limits. For very large downloads, consider filtering by file type or date range to stay within limits.
Download All Files From a Single Record
You can also download all files from a specific Salesforce record directly:
Open the Record
Navigate to the Salesforce record (Account, Case, etc.) in Lightning Experience.
Open SFDC File Manager
Click the "SFDC File Manager" button or component on the record page layout.
Click "Download All Files"
All files linked to that record will be downloaded in one action.
Filter by File Type
When running a report or before downloading, you can narrow down results to specific file types:
- PDF files (application/pdf)
- Word documents (.docx, .doc)
- Excel files (.xlsx, .xls)
- Images (.jpg, .jpeg, .png, .gif)
- Any custom file extension you specify
Use the "File Type" filter in the report builder to select one or more extensions. Only matching files will be included in the report and download.
Save & Reuse Reports
Any report configuration (object, filters, report type) can be saved for future use:
Configure your report
Set your object, filters, and report type as desired.
Click "Save Report"
Give the report a meaningful name and click Save.
Re-open Saved Reports
Navigate to the "Saved Reports" tab in the app to see all saved configurations. Click a report name to load and re-run it.
Saved reports are stored as Salesforce records, so they respect your org's sharing and visibility settings.
Export Report as CSV
After running any report, click "Export as CSV" to download a spreadsheet of the results. The CSV will include:
- Record Name and Record ID
- File / Attachment Name
- File Size
- File Type / Extension
- Created Date and Last Modified Date
- Owner Name
Static Resources & Documents
Beyond standard files and attachments, SFDC File Manager also supports bulk download of Static Resources and Documents:
Static Resources
Navigate to the "Static Resources" tab in the app. Select one or more static resources from the list and click "Download Selected". This is particularly useful for backups or migrating orgs.
Documents
Navigate to the "Documents" tab. You can filter by Document Folder and select individual or all documents for bulk download.
Custom Filters (WHERE Clause)
The Filter / WHERE Clause builder lets you add conditions to your report similar to SOQL WHERE clauses, without writing any code:
Click "Add Filter"
In the report builder, click the "Add Filter" button to open the filter panel.
Select Field, Operator, and Value
Choose a field from your selected object (e.g., Industry), an operator (e.g., equals), and a value (e.g., Technology).
Add More Filters if Needed
Click "Add Another Filter" to stack multiple conditions. Conditions are combined with AND logic by default.
Run the Report
Click "Run Report". Only records matching all your filter conditions will appear in the results.
Support & Customisation
Need help or want SFDC File Manager customised for your specific workflow?
Email Support
Email us at admin@raspinfotech.com with your question or issue.
Consultation
Schedule a call to discuss customisation requirements or troubleshooting. Book here.