Smarter Files
Smarter Files by Tucario
Smarter Files
Salesforce Native AppExchange Certified Lightning Web Component

Smarter Files
for Salesforce

by Tucario

The smarter way to manage files on any Salesforce record page. Bulk ZIP downloads, upload restrictions, public links, document visibility controls, and full admin control.

Built with joy by Tucario

0% Salesforce Native

Apex + LWC · No external dependencies

AppExchange Certified

Security reviewed · Enterprise ready

Platform License Ready

No Sales/Service Cloud required

The Problem

The Standard Related Files Component Wasn't Built for Real Work

No bulk downloads. No upload restrictions. No public link generation. No tile view. No configurable actions. Salesforce's built-in component hasn't evolved — but your team's needs have. Smarter Files is the drop-in replacement you've been waiting for.

Features

Everything You Need. Nothing You Don't.

List & Tile Views

Switch between list and tile layouts per record page. Configurable default view in Lightning App Builder.

Bulk ZIP Download

Download all record files as a single ZIP. Server-side Apex for large files, JSZip for smaller batches.

Public Links

Generate shareable public links with one click. Automatically copied to your clipboard.

Upload Restrictions

Limit file extensions and maximum upload size per component instance. Full admin control.

Rich File Actions

Download, Share, Public Link, View Details, Edit, Delete, Remove — all from a contextual dropdown.

Platform License Ready

Works with Platform Starter and Plus licenses. No Sales or Service Cloud dependency.

Custom Labels

Every user-facing string is a Custom Label. Admins localize and customize without touching code.

Native File Preview

Preview files with the standard Salesforce previewer. No downloads needed, instant access.

Document Visibility Controls

AppExchange Edition

Control who sees which files with role-based category rules and private file marking. Isolated storage mode keeps files fully managed with granular visibility permissions.

Category Management

AppExchange Edition

Define document categories with Custom Metadata rules. Assign categories to files and restrict visibility by user role — all configured through a built-in admin wizard.

Installation

Three Steps. Done.

01

Install from AppExchange

Install Smarter Files directly from the Salesforce AppExchange. One-click deployment to your org — no manual setup required.

02

Drop It on a Record Page

Open Lightning App Builder, drag Smarter Files onto any record page. Configure allowed file types and size limits.

03

Configure Visibility Rules

For the AppExchange Edition, use the built-in wizard to set up document categories and role-based visibility rules. Optional but powerful.

Pricing

Choose Your Edition

Free Edition

$0

Open source · MIT License

  • List & Tile Display Modes
  • File Sorting (date, size, name)
  • Bulk ZIP Download (client + server-side)
  • Upload with Extension & Size Filtering
  • Public Link Generation
  • Native File Preview & Actions
  • Custom Labels & Platform License Ready
  • Isolated Storage Mode
  • Document Visibility Controls
  • Category Management & Configuration Wizard
View on GitHub
Recommended

AppExchange Edition

Coming Soon

Everything in Free Edition, plus:

  • Isolated Storage Mode — Files stored via junction records, hidden from native Files related list
  • Document Visibility Controls — Role-based filtering powered by Custom Metadata rules
  • Category Management — Assign categories like "Legal", "HR", "Finance" with role restrictions
  • Private File Marking — Users mark files as private with lock icon indicator
  • Configuration Wizard — 5-step admin wizard, no code needed
  • File Migration Tool — One-click batch migration from Standard to Isolated mode
  • Custom Permission Sets — "Manage Categories" and "View Private Docs" permissions
Install from AppExchange

FAQ

Common Questions

Which Salesforce editions are supported?

Smarter Files works with all Salesforce editions that support Lightning Web Components, including Platform Starter and Platform Plus licenses.

Is there a file size limit for ZIP downloads?

No file size restrictions for individual downloads. For bulk ZIP downloads, large files are processed server-side via Apex, while smaller batches use client-side JSZip.

Can I restrict which file types users can upload?

Yes. Configure allowed file extensions (e.g., pdf, docx, png) and maximum upload size per component instance directly in Lightning App Builder.

Is it really free?

The core file management features are available as a free, open-source package on GitHub under the MIT License. The AppExchange Edition includes additional enterprise features like document visibility controls and category management.

What's the difference between Free and AppExchange Edition?

The Free Edition on GitHub includes all core file management features: bulk downloads, upload restrictions, public links, and more. The AppExchange Edition adds document visibility controls, category management, private file marking, and isolated storage mode for organizations that need granular control over file access.

Do I need the AppExchange Edition?

If you need to control which users can see specific files based on their role, or want to organize files into categories with visibility rules, the AppExchange Edition is for you. If you just need better file management than the standard Salesforce component, the Free Edition has you covered.

How do I customize the labels and text?

All user-facing strings are stored as Salesforce Custom Labels. Modify them in Setup without any code changes — supports multi-language out of the box.

Who built this?

Smarter Files is built by Tucario, the same team behind Data Quality Sense and Flexible Team Share. We specialize in Salesforce-native tools that solve real problems.

Smarter Files

Ready to Upgrade Your File Management?

Install Smarter Files from the AppExchange and transform file management across your Salesforce org. Built by the team at Tucario.