Smarter Files
The smarter way to manage files on any Salesforce record
Smarter Files replaces the standard related files component with the file handling admins actually expect. Bulk downloads, upload controls, public link generation, document visibility rules โ all without leaving Salesforce and without writing a line of Apex.
What Smarter Files gives you
Three things the standard files component cannot do, built to enterprise standards and ready to drop onto any Lightning record page.
Bulk ZIP download
Download every file on a record as a single ZIP. Server-side processing handles large collections; client-side mode keeps small batches instant.
Public links in one click
Generate a shareable public URL for any file and auto-copy it to your clipboard. Ready to paste into email, Slack, or a case comment.
Visibility controls
Role-based category rules and private file marking with granular permission control. Give users only the files they should see โ no workarounds.
Everything else you need
Every user-facing string is a Custom Label โ translate and rebrand without touching code.
Upload restrictions
Configure allowed file extensions and maximum upload size per component instance directly in Lightning App Builder.
List and tile views
Switch between dense list and visual tile layouts per page, with configurable default view settings.
Native file preview
Preview files using the standard Salesforce previewer โ no downloads, no external viewer, no third-party dependencies.
Custom Labels throughout
All UI strings are Custom Labels, so admins can localize and customize the component without modifying code.
Platform License ready
Works with Platform Starter and Platform Plus licenses. No Sales Cloud or Service Cloud requirement.
Works on any object
Drop it on any standard or custom object record page through Lightning App Builder. Same behavior everywhere.
Why Smarter Files exists
Ready for smarter file management?
Install Smarter Files from the AppExchange and deploy it to any record page in minutes.
Get Smarter Files