Everything you need to install, configure, and troubleshoot DeepFiles. Can't find an answer? Our team is one form away.
The condensed getting-started path for admins. See the full SETUP.md in the package for details.
Ensure Salesforce CRM Content (Files) is enabled in your org — under Setup → Content. Without it, file queries return no results.
Install DeepFiles from AppExchange, or deploy the source with the Salesforce CLI.
Give admins Deep_Files_Admin and viewers Deep_Files_User.
Open the DeepFiles app → Admin tab, and use the Relationship Builder to define which related objects to roll up.
In Lightning App Builder, drag DeepFiles Viewer onto a record page, set the title/icon/view group, and activate.
Deploy and assign from your terminal:
Show Case files from Contacts under an Account:
Source Account · Target Case · Path Contacts.Cases · Type Multi-hop
Verify that active Deep_Files_Setting__c records exist for that object's API name, that they're marked Active, and that Salesforce CRM Content is enabled in the org. Also confirm the running user has read access to the target object.
Ensure the Deep_Files_User or Deep_Files_Admin permission set is assigned, and that the component targets lightning__RecordPage in its metadata.
Relationship API names are case-sensitive. Use the Relationship Explorer in the Admin tab to copy the exact name rather than typing it by hand.
Check that the running user has Read access to the target object and its ContentDocumentLinks. DeepFiles never widens access — it respects your sharing model.
Confirm the right permission set is assigned: Deep_Files_Admin for configuration, Deep_Files_User for viewing.
They're off by default. Go to Setup → Custom Metadata Types → Deep Files Feature → Manage Records → Default, and check Agentforce Actions Enabled.
No. DeepFiles is read-focused — it aggregates and displays existing Salesforce Files. It doesn't duplicate, move, or alter file storage.
DeepFiles offers a free 30-day trial with no credit card. For current pricing and packaging, request a demo or contact support below.
Prerequisites, install, permission sets, and adding the Viewer to record pages.
🛠️Fixes for the most common configuration and access issues.
📚Relationship paths, view groups, filters, and display columns explained.
🔐How Admin vs. User access works and how CRUD/FLS is enforced.
🤖Enable and use Get Related Files and Get File Insights with Agentforce.
✉️Get hands-on help configuring rollup paths for your data model.
Send us the details and our team will get back to you within one business day.
Prefer email? support@sfdeepfiles.com