Salesforce provides powerful tools for managing your CRM data, but when it comes to reporting on files and attachments, many admins and developers hit a roadblock. Native Salesforce reporting capabilities fall short when trying to analyze file metadata, usage, or relationships across standard and custom objects.
Enter sfdfilemanager.com — a purpose-built platform that simplifies the process of managing, auditing, and reporting on Salesforce files, attachments, and related object data. In this blog post, we’ll walk you through how to run detailed reports on Salesforce objects and their associated files and attachments using sfdfilemanager.com.
Why Salesforce Reporting Falls Short for Files?
Salesforce reports are great for tabular and summary data, but when it comes to:
Auditing ContentDocument relationships
Analyzing file sizes, types, or ownership
Understanding how files are related to custom objects
Exporting metadata from Attachments and ContentDocumentLink
…it gets complicated fast.
Salesforce doesn’t offer native reporting on all these relationships and fields in one unified view.
What is sfdfilemanager.com?
sfdfilemanager.com is a cloud-based application built to bridge this gap. It allows users to:
Browse and report on ContentDocuments, Attachments, and File Links
Query files related to standard and custom objects
Export reports in CSV format
Identify orphaned or duplicate files
Clean up unused file data to save storage
Step-by-Step: How to Run Reports Using sfdfilemanager.com
1. Install the app in your Salesforce instance –
Download-Sfdc-File-Manager
2. Navigate to the “Files/Attachments” Tab
Files by Object
Attachments by Record Type
Large Files Audit
Orphaned Files
User File Usage
3. Select an Object or Record Type
Want to see all files related to a custom object like Property__c or Case? Simply select the object from the dropdown list. sfdfilemanager will automatically scan:
All ContentDocumentLinks associated with that object
File names, sizes, types, and created dates
The users who uploaded or own the files
4. Customize Filters
Use built-in filters to refine your report:
Filter by file type (PDF, Excel, Images, etc.)
Set date ranges for created or modified files
Filter by user, record ID, or file size threshold
5. Generate and Export Your Report
After applying filters, click “Generate Report.” Within seconds, you’ll get a preview grid with sortable columns. You can:
Download the report as a CSV
This is especially helpful when migrating from Attachments to Files or when performing data cleanup.
Use Cases: Why You Should Run File Reports
Here are just a few practical reasons Salesforce admins and consultants use sfdfilemanager:
Identify large files eating up storage
Track file usage per user or department
Monitor compliance with naming conventions
Audit data during a Salesforce org migration
Prepare for file archiving or offloading
Final Thoughts
Managing files and attachments in Salesforce doesn’t have to be complex. With tools like sfdfilemanager.com, you can gain visibility into file usage, storage, and relationships across your org — all without writing a single line of code.
Whether you’re a Salesforce admin looking to optimize storage or a consultant preparing for a data migration, sfdfilemanager is your go-to tool for reporting on Salesforce files and attachments.
Ready to try it out?
Visit sfdfilemanager.com and start reporting on your files today.
Tags: #Salesforce #FilesAndAttachments #SalesforceAdmin #SalesforceReporting #sfdfilemanager #DataAudit #CRMTools