Migrating Attachments to Files
Attachments to Files Migration feature enables users to convert all the documents, which are available as Attachments format, to the File format. You can either convert a single Attachment or bulk Attachments type to the File type.
Migration process consists of the following two tasks:
- Converting Attachments to File
- Deleting Converted Attachments
Prerequisites
For converting attachments to files and deleting attachments, ensure you have met the following requirements:
- Set the APTS_SkipFileSplitWhileSavingFile admin entry to true when all of the following conditions are met.
- You are upgrading to Spring '21 or a later version of CLM, and
- You are migrating Attachments that are greater than 10 MB in
size to Files.
For more information, see Admin Entries.
- The migration tool is installed.Note:
You can use the free Magic Mover for Notes and Attachments tool from Salesforce to do bulk conversions of attachments to Salesforce Files. For more information see the Magic Mover Help page. Note that the tool is provided by Salesforce and can be used with Conga CLM to migrate notes and attachments.
- The following latest versions are installed:
- Contract Management
- Docusign/Echosign
- XAC
- ContentSearch
Key Points To Remember
You must remember the following key points, before starting the migration:
- The current implementation does not support user-level flag Files Enable. It is the Org wide flag.
- The current version does not support Template in files, it should be in Attachments.
-
Attachment Migration trigger needs to be created before running the Migration Tool.Note:
Note
After Files are migrated, you cannot switch back to the Attachment mode.
Converting Attachments to Files
Converting Attachments to Files feature enables a user to convert documents, which are saved as attachments, to files.
Restrictions
The migration process has the following limitations:
- You can convert only 2,00,000 attachments per day per Production Org.
- Existing customer can start migration only after upgrading to the Contract Management new release version and before selecting the Enable File setting.
- Time to complete migration depends on the number of attachments getting converted to files.
- If the number of agreements is greater than 2,00,000 then migration and downtime should be planned accordingly.
To convert attachments to files
Deleting Attachments
Delete attachments option enables users to delete the attachments which are converted to files.
To delete attachments
Migrating from Notes and Attachments to Files in Lightning
When you switch to Lightning, any files you upload to a record will be saved as Salesforce Files, rather than as attachments.
To ensure that your org is using Files, enable the following settings:
- Go to Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments. . Select
- Go to Enable Files. . Select
Please note the following:
- After you enable Files, uploads are stored on both the "Files" and "Notes And Attachments" related lists.
- The "Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments" setting causes files that are uploaded to be stored as the "File" type rather than the "Attachment" type.