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Disable Document Download in Salesforce


Disable downloads for certain users based on the name of the file uploaded to Salesforce.
We can use the following example code inside of a Apex class. This code essentially prevents files whose file name starts off with Kaipu- from being downloaded by anyone whose user role’s developer name is not Kaipu_Sales. Modify this code to suit your own purpose.


Based on Role:

public class ContentDownloadHandlerFactoryImpl implements Sfc.ContentDownloadHandlerFactory {
  public Sfc.ContentDownloadHandler getContentDownloadHandler(List<ID> ids, Sfc.ContentDownloadContext context) {
    // See if the user has the Kaipu Sales role (based on developer name field).
    Boolean isSecretUser = [
      SELECT Id
      FROM UserRole
      WHERE ID = :UserInfo.getUserRoleId()
        AND DeveloperName = 'Kaipu Sales'
    ].size() > 0;
 
    // Get the list of content documents from the ids which are actually content
    // version IDs.
    List<ContentDocument> docs = [
      SELECT Id, Title, FileType, FileExtension
      FROM ContentDocument
      WHERE ID IN (
        SELECT ContentDocumentId
        FROM ContentVersion
        WHERE Id IN :ids
      )
    ];
   
    Sfc.ContentDownloadHandler contentDownloadHandler = new Sfc.ContentDownloadHandler();
   
    // Loop through the documents and disable the download if any start off with
    // "Kaipu-" even though the user doesn't have the Kaipu Sales
    // role.
    for (ContentDocument doc : docs) {
      if (!isSecretUser && doc.Title.startsWith('Kaipu-')) {
        contentDownloadHandler.isDownloadAllowed = false;
        contentDownloadHandler.downloadErrorMessage = 'You do not have permission to download this secret file.';
        return contentDownloadHandler;
      }
    }
         
    contentDownloadHandler.isDownloadAllowed = true;
    return contentDownloadHandler;
  }
}


Based on Profile:
The code prevents files whose name starts off with Kaipu- from being downloaded by anyone whose user profile name doesn’t contain the string Admin

public class ContentDownloadHandlerFactoryImpl implements Sfc.ContentDownloadHandlerFactory {
  public Sfc.ContentDownloadHandler getContentDownloadHandler(List<ID> ids, Sfc.ContentDownloadContext context) {
    // The profile as a list of profiles as long as the name doesn't contain
    // "Admin".
    List<Profile> profiles = [
      SELECT Id, Name
      FROM Profile
      WHERE Id = :UserInfo.getProfileId()
        AND Name NOT LIKE '%Admin%'
    ];
 
    // Indicates if the user's profile is not an admin profile.
    Boolean isNotAdmin = profiles.size() > 0;
 
    // Get the list of the content versions.
    List<ContentVersion> cvs = [
      SELECT Id, Title
      FROM ContentVersion
      WHERE Id IN :ids
    ];
     
    Sfc.ContentDownloadHandler cdh = new Sfc.ContentDownloadHandler();
     
    // Loop through the files and see if any start with "Kaipu-".  If user
    // is not an admin and the file name starts off with "Kaipu-" the user
    // will not have access to download the file.
    for (ContentVersion cv : cvs) {
      if (isNotAdmin && cv.Title.startsWith('Kaipu-')) {
        cdh.isDownloadAllowed = false;
        cdh.downloadErrorMessage = 'You do not have permission to download this file.';
        return cdh;
      }
    }
     
    // If at this point allow the download.
    cdh.isDownloadAllowed = true;
    return cdh;
  }
}
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