Storage Modes

Overview

Smarter Files supports two storage modes that control how files are linked to records. The mode is set per component instance in Lightning App Builder.

Standard Mode (Default)

• Files are linked via the native Salesforce ContentDocumentLink.
• Files appear in both the Smarter Files component and the standard Files related list.
• Visibility controls (categories, private documents) are not available.
• Best for: simple file management where you want to keep compatibility with the standard Files related list.

Isolated Mode

• Files are linked via a junction record (Tucario_File_Visibility__c) only.
• Files appear only in the Smarter Files component — they are hidden from the standard Files related list.
• Visibility controls are fully available: categories, private documents, role-based filtering.
• Best for: scenarios where you need to control who can see which files.

Comparison

	Standard	Isolated
Files visible in standard Files related list	Yes	No
Category assignment	Not available	Available
Mark as Private	Not available	Available
Role-based visibility filtering	Not available	Available
Migration required when switching	—	Yes

Migrating to Isolated Mode

When switching a component from Standard to Isolated mode on a record that already has files, existing files won’t be visible until they are migrated.

The component displays a warning banner with a Migrate Existing Files button. Clicking it:

1. Starts a batch job that creates junction records for all existing ContentDocumentLink records on that record.
2. Shows a progress bar during migration.
3. Displays a success message when complete.

The migration is safe to re-run — it uses upsert on the Content_Document_Id__c external ID field.