Migrating Attachments, Content, and Documents

posted Dec 13, 2010, 12:19 AM by Ezra Kenigsberg   [ updated Mar 26, 2011, 3:11 PM ]

#DataTipOfTheDay 2010-12-17

Q: "How do I bulk-import files (Attachments, Content, or Documents) into Salesforce?"

A: The process is a little different from importing records like Accounts and Contacts, but it's not too tricky.  I typically start by putting all the files I'm going to migrate in one directory.  Then: for Attachments and Documents, I recommend this link in Salesforce Help.  For Content, I recommend these instructions I wrote.

Bonus question!

Q: Ezra, are you obsessed with TinyURL.com, and if so, why?

A: I've used a few other link-shortening sites, and I prefer TinyURL because
  1. they provide aliases, so that I can make cool links like http://tinyurl.com/ImportingContent instead of awkward-looking ones (and unlike bit.ly, I don't need to sign up);
  2. they provide a preview feature, so a user can confirm a link isn't malicious before going there; and
  3. I frequently give people URLs over the phone, and they understand "TinyURL.com" more easily than "j.mp" or "xrl.us" or any other brief-but-unorthodox domain name.