Experience Ui Bundle File Upload Generate

作者 forcedotcome5164d94d751無授權條款1K 個星標收錄於 2026年10月8日更新於 2026年10月8日儲存庫昨天更新

MUST activate when the project contains a uiBundles/*/src/ directory and the task involves uploading, attaching, or dropping files. Use this skill when adding file upload functionality to a UI bundle app. Provides progress tracking and Salesforce ContentVersion integration. This feature provides programmatic APIs ONLY — build custom UI using the upload() API. ALWAYS use this instead of building file upload from scratch with FormData or XHR.

AI 產生的概覽

指導使用 upload() API 為 Salesforce UI bundle 應用程式加入檔案上傳功能,支援進度追蹤與 ContentVersion 關聯。

功能
此技能說明了在 Salesforce 上為 React UI bundle 應用程式加入檔案上傳功能的工作流程。內容涵蓋安裝檔案上傳套件、在三種上傳模式(基礎上傳、立即關聯記錄、記錄建立後延遲關聯)之間選擇、建置自訂 UI(例如檔案輸入欄位與拖放區)、透過 onProgress 回呼追蹤進度、使用 AbortController 取消上傳,以及將檔案關聯到目前使用者。它也提供 upload()、createContentVersion() 和 getCurrentUserId() 的 API 參考與疑難排解指引。
適用情境
當專案包含 uiBundles/*/src/ 目錄且任務涉及上傳、附加或拖放檔案時使用。它適用於為 UI bundle 應用程式加入檔案上傳功能,包括上傳並附加流程以及建立記錄並附帶附件的表單。
執行需求
需要 npm 7.0.0 或更新版本以安裝 @salesforce/ui-bundle-template-feature-react-file-upload 套件,該套件會引入 @salesforce/ui-bundle 和 @salesforce/platform-sdk。需要具備相應 ContentVersion 權限與 CORS 設定的 Salesforce 組織。此技能不附帶指令碼,僅為說明文件。

File Upload API (workflow)

When the user wants file upload functionality in a React UI bundle, follow this workflow. This feature provides APIs only — you must build the UI components yourself using the provided APIs.

CRITICAL: This is an API-only package

The package exports programmatic APIs, not React components or hooks. You will:

  • Use the upload() function to handle file uploads with progress tracking
  • Build your own custom UI (file input, dropzone, progress bars, etc.)
  • Track upload progress through the onProgress callback

Do NOT:

  • Expect pre-built components like <FileUpload /> — they are not exported
  • Try to import React hooks like useFileUpload — they are not exported
  • Look for dropzone components — they are not exported

The source code contains reference components for demonstration, but they are not available as imports. Use them as examples to build your own UI.

1. Install the package

bash
npm install @salesforce/ui-bundle-template-feature-react-file-upload

Dependencies are automatically installed:

  • @salesforce/ui-bundle (API client)
  • @salesforce/platform-sdk (data SDK; the old @salesforce/sdk-data name is dead — see the experience-ui-bundle-salesforce-data-access skill)

2. Understand the three upload patterns

Pattern A: Basic upload (no record linking)

Upload files to Salesforce and get back contentBodyId for each file. No ContentVersion record is created.

When to use:

  • User wants to upload files first, then create/link them to a record later
  • Building a multi-step form where the record doesn't exist yet
  • Deferred record linking scenarios
tsx
import { upload } from "@salesforce/ui-bundle-template-feature-react-file-upload";
const results = await upload({  files: [file1, file2],  onProgress: (progress) => {    console.log(`${progress.fileName}: ${progress.status} - ${progress.progress}%`);  },});
// results[0].contentBodyId: "069..." (always available)// results[0].contentVersionId: undefined (no record linked)

Pattern B: Upload with immediate record linking

Upload files and immediately link them to an existing Salesforce record by creating ContentVersion records.

When to use:

  • Record already exists (Account, Opportunity, Case, etc.)
  • User wants files immediately attached to the record
  • Direct upload-and-attach scenarios
tsx
import { upload } from "@salesforce/ui-bundle-template-feature-react-file-upload";
const results = await upload({  files: [file1, file2],  recordId: "001xx000000yyyy", // Existing record ID  onProgress: (progress) => {    console.log(`${progress.fileName}: ${progress.status} - ${progress.progress}%`);  },});
// results[0].contentBodyId: "069..." (always available)// results[0].contentVersionId: "068..." (linked to record)

Pattern C: Deferred record linking (record creation flow)

Upload files without a record, then link them after the record is created.

When to use:

  • Building a "create record with attachments" form
  • Record doesn't exist until form submission
  • Need to upload files before knowing the final record ID
tsx
import {  upload,  createContentVersion,} from "@salesforce/ui-bundle-template-feature-react-file-upload";
// Step 1: Upload files (no recordId)const uploadResults = await upload({  files: [file1, file2],  onProgress: (progress) => console.log(progress),});
// Step 2: Create the recordconst newRecordId = await createRecord(formData);
// Step 3: Link uploaded files to the new recordfor (const file of uploadResults) {  const contentVersionId = await createContentVersion(    new File([""], file.fileName),    file.contentBodyId,    newRecordId,  );}

3. Build your custom UI

The package provides the backend — you build the frontend. Here's a minimal example:

tsx
import {  upload,  type FileUploadProgress,} from "@salesforce/ui-bundle-template-feature-react-file-upload";import { useState } from "react";
function CustomFileUpload({ recordId }: { recordId?: string }) {  const [progress, setProgress] = useState<Map<string, FileUploadProgress>>(new Map());
  const handleFileSelect = async (event: React.ChangeEvent<HTMLInputElement>) => {    const files = Array.from(event.target.files || []);
    await upload({      files,      recordId,      onProgress: (fileProgress) => {        setProgress((prev) => new Map(prev).set(fileProgress.fileName, fileProgress));      },    });  };
  return (    <div>      <input type="file" multiple onChange={handleFileSelect} />
      {Array.from(progress.entries()).map(([fileName, fileProgress]) => (        <div key={fileName}>          {fileName}: {fileProgress.status} - {fileProgress.progress}%          {fileProgress.error && <span>Error: {fileProgress.error}</span>}        </div>      ))}    </div>  );}

4. Track upload progress

The onProgress callback fires multiple times for each file as it moves through stages:

StatusWhenProgress Value
"pending"File queued for upload0
"uploading"Upload in progress (XHR)0-100 (percentage)
"processing"Creating ContentVersion (if recordId provided)0
"success"Upload complete100
"error"Upload failed0

Always provide visual feedback:

  • Show file name
  • Display current status
  • Render progress bar for "uploading" status
  • Show error message if status is "error"

5. Cancel uploads (optional)

Use an AbortController to allow users to cancel uploads:

tsx
const abortController = new AbortController();
const handleUpload = async (files: File[]) => {  try {    await upload({      files,      signal: abortController.signal,      onProgress: (progress) => console.log(progress),    });  } catch (error) {    console.error("Upload cancelled or failed:", error);  }};
const cancelUpload = () => {  abortController.abort();};

6. Link to current user (special case)

If the user wants to upload files to their own profile or personal library:

tsx
import {  upload,  getCurrentUserId,} from "@salesforce/ui-bundle-template-feature-react-file-upload";
const userId = await getCurrentUserId();await upload({ files, recordId: userId });

API Reference

upload(options)

Main upload API that handles complete flow with progress tracking.

typescript
interface UploadOptions {  files: File[];  recordId?: string | null; // If provided, creates ContentVersion  onProgress?: (progress: FileUploadProgress) => void;  signal?: AbortSignal; // Optional cancellation}
interface FileUploadProgress {  fileName: string;  status: "pending" | "uploading" | "processing" | "success" | "error";  progress: number; // 0-100 for uploading, 0 for other states  error?: string;}
interface FileUploadResult {  fileName: string;  size: number;  contentBodyId: string; // Always available  contentVersionId?: string; // Only if recordId was provided}

Returns: Promise<FileUploadResult[]>

createContentVersion(file, contentBodyId, recordId)

Manually create a ContentVersion record from a previously uploaded file.

typescript
async function createContentVersion(  file: File,  contentBodyId: string,  recordId: string,): Promise<string | undefined>;

Parameters:

  • file — File object (used for metadata like name)
  • contentBodyId — ContentBody ID from previous upload
  • recordId — Record ID for FirstPublishLocationId

Returns: ContentVersion ID if successful

getCurrentUserId()

Get the current user's Salesforce ID.

typescript
async function getCurrentUserId(): Promise<string>;

Returns: Current user ID

Common UI patterns

File input with button

tsx
<input type="file" multiple accept=".pdf,.doc,.docx,.jpg,.png" onChange={handleFileSelect} />

Drag-and-drop zone

Build your own dropzone using native events:

tsx
function DropZone({ onDrop }: { onDrop: (files: File[]) => void }) {  const handleDrop = (e: React.DragEvent) => {    e.preventDefault();    const files = Array.from(e.dataTransfer.files);    onDrop(files);  };
  return (    <div      onDrop={handleDrop}      onDragOver={(e) => e.preventDefault()}      style={{ border: "2px dashed #ccc", padding: "2rem" }}    >      Drop files here    </div>  );}

Progress bar

tsx
{  progress.status === "uploading" && (    <div style={{ width: "100%", background: "#eee" }}>      <div        style={{          width: `${progress.progress}%`,          background: "#0176d3",          height: "8px",        }}      />    </div>  );}

Decision tree for agents

User asks for file upload functionality:

  1. Ask about record context:

    • "Do you want to link uploaded files to a specific record, or upload them first and link later?"
  2. Based on response:

    • Link to existing record → Use Pattern B with recordId
    • Upload first, link later → Use Pattern A (no recordId), then Pattern C for linking
    • Link to current user → Use Pattern B with getCurrentUserId()
  3. Build the UI:

    • Create file input or dropzone (not provided by package)
    • Add progress display for each file (status + progress bar)
    • Handle errors in the UI
  4. Test the implementation:

    • Verify progress callbacks fire correctly
    • Check that contentBodyId is returned
    • If recordId was provided, verify contentVersionId is returned

Reference implementation

The package includes a reference implementation in src/features/fileupload/ with:

  • FileUpload.tsx — Complete component with dropzone and dialog
  • FileUploadDialog.tsx — Progress tracking dialog
  • FileUploadDropZone.tsx — Drag-and-drop zone
  • useFileUpload.ts — React hook for state management

These are NOT exported but can be viewed as examples. Read the source files to understand patterns for building your own UI.

Troubleshooting

Upload fails with CORS error:

  • Ensure the UI bundle is properly deployed to Salesforce or running on localhost
  • Check that the org allows the origin in CORS settings

No progress updates:

  • Verify onProgress callback is provided
  • Check that the callback function updates React state correctly

ContentVersion not created:

  • Verify recordId is provided to upload() function
  • Check that the record ID is valid and exists in the org
  • Ensure user has permissions to create ContentVersion records

Files upload but don't appear in record:

  • Verify recordId is correct
  • Check that ContentVersion was created (look for contentVersionId in results)
  • Confirm user has access to view files on the record

DO NOT do these things

  • Build XHR/fetch upload logic from scratch — use the upload() API
  • Try to import <FileUpload /> component — it's not exported
  • Try to import useFileUpload hook — it's not exported
  • Use third-party file upload libraries when this feature exists
  • Skip progress tracking — always provide user feedback
  • Ignore errors — always handle and display error messages

來源與署名

來源:forcedotcom/sf-skills位於skills/experience-ui-bundle-file-upload-generate提交e5164d9

授權條款: 無授權條款

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