Sign-In Into Salesforce Org

This user guide is prepared with an aim to give users a proper understanding of different functionalities of this product.

With the help of this user guide, the users of Media Files Player will be able to utilize multiple functions of this utility easily.

Sign-In Into Salesforce Org
  1. Login in to your Salesforce org with your registered mail id.
  2. You will land up on your Salesforce org dashboard.
Checking Installed Packages

Once you will click on the “Done” button after the installation of Media Files Player, you will be redirected to your Salesforce Org’s installed packages page.

Here you can check “Media Files Player” under the list of Installed Packages.

Checking Installed Packages

Before we move ahead, let’s understand the two major functionalities that this utility will perform for you.

Media Files in Notes and Attachment - With the help of Media Files Player, users can preview the media files (images, videos, music) attached in the Notes and Attachment section in their Salesforce Org, without actually downloading it.

To Preview Media Files from Outside the Salesforce Environment – Users do not have to integrate a third-party app with their Salesforce application to see the uploaded files. Media Files Player will help them to see the preview of files, which are present outside the Salesforce environment, by placing the URL of the file in the utility.

Custom Metadata Configuration
  1. Click on the setting option in the upper right corner.
  2. Click on the setup button. You will be redirected to the home screen.
  3. On the left side, type custom metadata in the search box. Click on it, and you will land on the Custom Metadata Types screen.
  4. Custom Metadata Configuration
  5. You will land up the screen mentioned above.
  6. Click on the Manage Records option, and you will land on the Media Files Type Setting screen, as mentioned below.
  7. Custom Metadata Configuration
  8. Click on the new button.
  9. Custom Metadata Configuration
  10. The above-mentioned screen will appear. From here you can set the type of files (image/video/music) which you would like to see in your application in Salesforce org. From here you can set the file’s extension, type, etc.
  11. In the first label option, type the file extension.
  12. In the second setting name option, choose any name of your choice.
  13. In the third Media type, choose the type of media you would like to see in your applications viz. Audio, Image, and Video.
  14. Click on the Save button after you set up all the settings.

Note: Users can set one extension at a time. The extensions you set here, the files of the same extension will be displayed in your application.

Viewing The Media File Attachments in Records
Viewing The Media File Attachments in Records
  1. Go to a record page of your choice where you want to preview your uploaded files.
  2. Click on the edit page, as shown in the image above.
  3. Type Media Files in the search box at the left corner. Refer image below.
  4. Select Media Files from the list. Drag and Drop this component on the right side of the window. A filter option will appear as shown in the image below.
  5. Viewing The Media File Attachments in Records
    Viewing The Media File Attachments in Records
  6. Select Notes and Attachments.
  7. Click on the Save button.
  8. Click on the back button above the Save button.

Here in the image above, you can see the files uploaded in notes and attachments, can be previewed in the right-hand side of the screen through Media Files Player app. These are the same files which we have just dragged and dropped.

Two files uploaded in the Notes & Attachments section of a record page.

Viewing The Media File Attachments in Records

The same two files can be previewed here. Users also have the facility to filter their files according to their type viz. Image, Video, and Audio.

Viewing The Media File Attachments in Records
  1. Click on the View All button. A new page layout will appear from where users can check their files in different view formats. These formats are: the List View and the Tiles View.
  2. Viewing The Media File Attachments in Records
    Viewing The Media File Attachments in Records
  3. Users will have filters button here also.
  4. Above is mentioned the name of the sObject. Click on it and you will get navigated to the account record page.
Media Files Player Set Up in An Application in Salesforce Org.
  1. Click on the app launcher bar, and type the name of the application in which you want to set-up the Media Files Player app.
  2. Go to the record page. On the upper right corner, you will see the setting button, click on it,
  3. Click on the Edit Page button. You will be redirected to an editing page.
  4. Set Up in An Application in Salesforce Org
  5. On the left side of the screen, type Media Files in the search box
  6. Select the Media Files option from the list. Drag and drop it on the right side. A filter option will appear as shown in the image below.
  7. Set Up in An Application in Salesforce Org
  8. By default, you will find Notes and Attachments. If you have configured other options, they will appear in the dropbox.
  9. Click on the Save button.
  10. Click on the back button above the Save button.

Note: Here you can see the files uploaded in notes and attachments can be previewed in the right-hand side of the screen through Media files Player.

Two files uploaded in the Notes & Attachments section of a record page.

Set Up in An Application in Salesforce Org
Configuration of Media Files Player In an Application in Salesforce Org
  1. Go to the application in which you want to configure Media Files Player.
  2. In the navigation bar above, click on the Pen Icon at the right corner, as highlighted in the image below.
  3. In an Application in Salesforce Org
  4. A pop-up will appear. Click on the Add More Items button.
  5. In an Application in Salesforce Org
  6. Click on the All option.
  7. Type Media Files Player in the search box.
  8. Click on the Add button
  9. Click on the Add New Item button below.
  10. Click on the Save button as mentioned in the image above.
  11. Now you will find Media Files Player option in your Navigation Bar above.
  12. In an Application in Salesforce Org
  1. Login in to your Salesforce org with your registered mail id.
  2. You will land up on your Salesforce org dashboard.
Object Configuration in Application and New Record Creation

With Media Files Player on your side, you do not have to integrate a third-party app with your Salesforce application to see the uploaded files. Now with the help of this utility, you can check out the files, uploaded outside of Salesforce, by placing the URL of the file, where it is uploaded.

  1. Go to the navigation bar
  2. Click on Media Files Player
  3. You will land on the image below, click on the button Configure Another Object.
  4. Application and New Record Creation
  5. A pop-up will appear. Select the desired object.
  6. Fill details like parent’s field, file title, file URL, file URL, file type, file size.
  7. Click on the Active Checkbox (IT IS MANDATORY)
  8. Click on the Save Button. (Refer Image Below for Reference)
  9. Application and New Record Creation
  10. Click on the recently configured object. And click on the New button.
  11. Application and New Record Creation
  12. A pop-up will appear. Fill the required details.

There are three most important attributes which you must fill in the boxes. These 3 attributes are File Name, File URL, and the sObject Name where you would like to see your media files to be displayed.

Reference Image 1 – For File Type

Reference Image 2 – For File URL Destination

Reference Image 3 – For the sObject (Lookup)

Application and New Record Creation
Viewing The Files Which Are Stored Outside The Salesforce Environment
The Salesforce Environment
  1. Click on the Save button, and you will be redirected to the recently built record page.
  2. Click on the Details tab. Click on the hyperlinked “S” Name tab. You will land on the account page of your application.
  3. Click on the setting button. Click on the Edit Page option, as shown in the image above.
  4. The Salesforce Environment
  5. Type Media Files in the search box at the left corner. Refer image above.
  6. Select Media Files from the list. Drag and Drop this component on the right side of the window. A filter option will appear as shown in the image below.
  7. The Salesforce Environment
  8. Select a filter according to the given options, to see the files of a particular object.

For e.g. we have selected “Google Media Files” to check see the preview of the files in our Salesforce org. These files are uploaded on another public URL.

  1. Click on the Save button.
  2. Click on the back button above the Save button.
The Salesforce Environment

Click on any media file. You will land on its record page where you can see the three most important attributes of that particular file. File URL, File Type, File.

The Salesforce Environment
Enabling Trusted Sites

Due to some security issues, Salesforce often blocks certain files, due to which users cannot see the files in their sObject. To rectify this problem, follow these steps:

  1. Type CSP Trusted Sites Setting in the search box.
  2. Click on the New Trusted Site button. It will allow users to add a particular blocked site among the CSP Trusted Sites list.
  3. Enabling Trusted Sites
  4. Fill the required details.
  5. Mention the URL of the site.
  6. Click on the Save Button.

Through this process, you can register any website in your Salesforce org.

Enabling Trusted Sites
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