Astrea File Downloader is a powerful Salesforce-native utility that allows users to quickly download all related files from Salesforce records - including Attachments, Content Documents, Documents, Static Resources, and more - in just one click. The app supports filtering options and works across standard and custom objects, simplifying the file export process.

Purpose of Astrea File Downloader

Astrea File Downloader is designed to:

Enable one-click download of all related files and resources from Salesforce records.
Provide record-level filtering to refine the selection.
Reduce manual effort and save time when handling file exports.

Key Features of Astrea File Downloader

Download all related files — Attachments, Content Documents, Documents, Static Resources — with a single click.
Available on:
- Record detail pages (as a component)
- The Utility Bar (for global access)
Supports object selection and field-based filtering
Filter files by criteria such as file type, name, owner, or creation date.
Clean, user-friendly interface for fast adoption

Setup Instructions

Install the Astrea File Downloader app from the Salesforce AppExchange.
Using Lightning App Builder:
- Add the component to record detail pages where file download functionality is needed.
  - To use the component, users simply need to create a Quick Action that references the component, assign it a meaningful name, and then add this action to the desired page layout or record page.
  - The component will be readily available in your org—just configure the Quick Action to start using it.
- Alternatively, add it to the Utility Bar for universal access across the app.
Assign necessary permissions to users:
- Ensure access to relevant standard/custom objects and file-related objects.
- Grant View All Data permission if users need unrestricted access.
Save and activate the updated Lightning pages.

Follow this for using Astrea File Downloader

File Downloader on the Utility Bar (for global access)

Access the App

1. Navigate to the “Astrea File Download” tab from the App Launcher.

Astrea File Download

You can choose to download any of the following file types:

Files & Attachments:

The 'Files and Attachments' section retrieves and displays files that are attached to individual records via the related list in Salesforce Objects.
Documents (Salesforce Classic only):

Used in Salesforce Classic: These files are uploaded under the "Documents" tab. To access them, go to the App Launcher → Documents (only available in Classic UI).
Static Resources:

You upload them via: Setup → Static Resources → New (Static Resources in Salesforce are files that you can upload to Salesforce and reference in your code (like Visualforce pages, Lightning components, or Apex))
My Files Library Files:

Whenever you upload a file via Chatter, record feed, or directly through Files tab. Go to App Launcher → Files → My Files tab.

Library Files: Files > Libraries & My Files: Files > My Files
Notes:

In Salesforce, Notes is a feature used to write and store text-based information related to records, such as Accounts, Contacts, Opportunities, etc. You’ll typically find it in the related list of standard/custom objects like Accounts, Contacts, Cases, etc

Steps for using Astrea File Downloader

Select the file type and Salesforce object from the dropdown.
Click “Add Object Filter” to apply filters (optional) on object fields.

Example: Filter on Account Name or Created Date.
Click “Search” to retrieve the files as per the selected criteria.
To narrow down results further, use the “File Filter” to apply additional filters on file properties.
Select the files you want to download.
Click “Download” — all selected files will be compressed into a ZIP and downloaded to your computer.

File Downloader on Record Detail Pages (as a Component)

Open any record (e.g., Account or Opportunity) that has related files. You will find the component “File Downloader”. Click on “Search”.
Select the files you wish to download.
Click “Download” — the selected files will be compressed into a ZIP file and downloaded to your computer.

Permissions Required

To ensure smooth functionality, users must have:

Read access to:
- ContentDocument
- Attachment
- Document
Object access to parent records like Account, Opportunity, Case, etc.
Optional: View All Data permission for broader access, if needed

Agent- File Downloader Assistant

Salesforce Agent Create:

The following are step-by-step instructions to create the Agent properly. Follow these organized steps:

Step 1: Create Agent

In Setup, search for Agentforce Agents and click on that.
Click on the New Agent Button.

Step 2: Select the Agent

Select the Agent (File Downloader Assistant)
Click on the Next Button, then click next to continue.

Step 3: Customize Agent

Customize the agent Name if the user wants.
Click on the Next Button.

Step 4: Select the Language and Tone

Select English Language and Neutral Tone.
Click on the Create Button.

Step 5: Activate the Agent

Click on the Activate Button.
Select Ignore and Activate button.

Step 6: Assign the Access

In Setup, search for Agentforce Agents and click on that.
Select the created agent, click on Agent Access, and select the profile with Agent Access.
Click on Add Button. Select System Administrator then add

Step 7: Test the Agent

Click on Agentforce Icon

Best Practices

Apply filters for large datasets to limit download size.
Educate users on the difference between Files, Attachments, and Documents for better usage.
Perform periodic access reviews to ensure security and compliance.

Pricing

The price for the app is as below:

$5 USD per user per month.
Free trial available for 15 days.

For Support

Need help? Visit the Astrea File Downloader AppExchange Listing or contact your internal Salesforce Admin.

Have any questions? Feel free to drop an email to support@astreait.com or visit astreait.com to schedule a consultation.