Add File to Library in Salesforce

All users can create Personal Libraries in Salesforce on the Files page. This allows users to organize Documents and Templates with ease.

Step 1 - Go to Files ↵

Click on the Files tab, or go the App Launcher to search for Files.

App Launcher Top Left - Search Files

Step 2 - Click on Libraries ↵

On the Left side of the Files Page, Click on Libraries.

On left side Panel, click on Libraries

Step 3 - Select the Library needed. ↵

All libraries you have access to will be displayed. Select the Library to add the File to. Select Library to Add File to

Step 4 - Click Add Files ↵

In the Right corner below the Tab bar, click Add Files.

Click Add Files

Here you can choose to add a file from another location in your Salesforce org, or you can click to Upload File to choose from your local computer.

Click Upload Files

After Selecting your File locally from your computer, the progress bar for the upload appears. After it completes click done. Progress Bar of Uploaded File

Congratulations! You just added a file to your Library! ↵

File Uploaded

A final green message let’s you know your file is now available and ready in your org.