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DeepFiles
Features

Everything you need to unify Salesforce Files

DeepFiles is 100% native, admin-configurable, and secure by design. Here's the full picture of what it does.

DeepFiles Viewer component
DeepFiles Viewer

A single, searchable file list on every record

Placed on any Lightning record page, the Viewer surfaces files from the current record and all configured related records — each tagged with its source and relationship.

  • Search across title, source record, and owner
  • Filter by file type and by source object
  • Sort by any column; created-date, size, type and more
  • Inline preview via the standard Salesforce file viewer
  • Pagination that stays performant on large data volumes
  • Configurable card title, icon, and view group per placement
DeepFiles Admin and Relationship Explorer
Admin console & Relationship Builder

Configure rollup paths without writing code

The admin experience turns what used to be a custom Apex project into point-and-click configuration stored in a custom object.

  • Relationship Explorer lists every child and parent path on an object
  • Copy the exact API relationship name — no guesswork, no typos
  • Create, edit, and deactivate configs anytime with no deployment
  • Friendly descriptions and labels keep large setups organized
Capabilities

Built for real-world Salesforce data models

🪜

Multi-hop traversal

Follow relationships several levels deep. Roll up Case files from Contacts under an Account with a single Multi-hop config like Contacts.Cases.

↔️

Child & parent paths

Pull files down from children Child or up from parent lookups Parent — or both on the same page.

🗂️

View Groups

Organize configurations into logical sets per source object, then point each Viewer placement at the group it should show.

🔎

Record filters

Apply criteria with AND/OR filter logic so only files from the records that matter make it into the list.

📊

Custom display columns

Show fields from the source record right alongside each file for instant context.

🤖

Agentforce actions Add-on

Optional invocable actions — Get Related Files and Get File Insights — let Agentforce retrieve and summarize files. Gated behind a feature flag, off by default.

🔒

CRUD/FLS security

Security-enforced SOQL, user-mode dynamic queries, and field-level stripping mean users only see files they already have access to.

🧩

Two permission sets

Ship-ready Admin (full configuration) and User (read-only viewer) permission sets make rollout simple.

⚡

Native & dependency-light

Runs entirely inside Salesforce. The only prerequisite is Salesforce CRM Content (Files) being enabled.

Security & trust

Enterprise-grade by default

DeepFiles never widens access. Every query and operation runs in the user's context and respects your org's sharing model.

Security-enforced queries

Static SOQL uses WITH SECURITY_ENFORCED; dynamic queries run with AccessLevel.USER_MODE.

Field-level enforcement

DML operations use Security.stripInaccessible() so inaccessible fields never leak.

Delete & access checks

Deletable and accessible checks run before operations, including on aggregate queries.

Tested in user context

Test coverage runs under System.runAs() for realistic, per-profile validation.

Launching soon

Ready to unify your files?

DeepFiles is coming soon to the Salesforce AppExchange. Get notified the day it launches, or book a demo on your own data now.

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