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App of the Week – Drag n Drop by Cloud Analogy

App of the Week – Drag n Drop by Cloud Analogy

The Drag n Drop app is a great and easy way to add files to your Salesforce pages. Once installed, you can then drag and drop a file directly onto the page or object you want to add it to. The app also features an easy file manager option that lets you have greater and faster control to all of the files you need to handle.

Several documents, images and other files can be quickly uploaded under any custom or standard Object in salesforce. Our application is configurable with your Standard Object and Custom Object , with just a click of a button you can upload, download or delete several files at the same time.

Check it out here!

 

App of the Week – Lightning Image Slider

App of the Week – Lightning Image Slider

Imagine you have a series of image attachments and files on a lead or account page. With standard functionality, users have to click on each image separately to view, and then close them down to see another. The Lightning Image Slider does away with that and makes it easy to scroll through each image, without the slow procedure of clicking onto each item. You can also set it up for autoplay, and adjust how long each slide stays on the screen.

The Lightning Image Slider lets an admin user to quickly setup a image carousel on Lightning Experience that displays the image attachments of a sObject record. This component can also be leveraged by developers to embed within another Lightning Component/Application as well as Visualforce pages.

Check it out here!

 

App of the Week – FOLDERIZE

App of the Week – FOLDERIZE

One of the big changes that Lightning brought to Salesforce was the removal of a traditional folder system and the introduction of Salesforce files/libraries. Of course, when changing anything that people are used to, this was met with either raving support or significant resistance. So, for those of you who miss the old days of file folders, this app is for you! FOLDERIZE gives you a way to store your documents in that more traditional file system, even in Salesforce Lightning.

Folderize provides an alternative to Salesforce Files/Libraries, and to the Attachments related list for objects. It offers a hierarchical structure helpful for organizing many document collections.

Check it out here!

 

Magic Mover for Notes And Attachments in Lightning Experience

Magic Mover for Notes And Attachments in Lightning Experience

For anyone who has made the switch to Lightning or is planning to, you know (or should know) about Lightning’s new document system: files. All documents, from attachments to notes are now stored as “files”. This gives Lighting users much greater flexibility and functionality. But what do you do if you have Salesforce Classic and all of your docs are in the old format? Magic Mover has the answer. This app on the AppExchange provides an easy way to switch your docs into the new files format and optimize them for use in Lightning.

Convert attachments to files because files are optimized for Lightning Experience and provide additional capabilities beyond attachments, including the ability to relate files to multiple records, track multiple versions, and view file previews.

Check it out here!

Tip of the Week – Try Salesforce Files for Better Documents

Tip of the Week – Try Salesforce Files for Better Documents

Salesforce FilesIs the combination of documents, notes and attachments slowing you down? Is it unwieldy to manage the different file types when you need data fast? If so, you may want to consider moving from Salesforce Classic to Lightning Experience. One the highlights of Lightning, is the switch from notes and attachments to Salesforce Files. In fact, Salesforce is betting on you liking it so much, that they haven’t given you any other options for document types. Gone are the days where you attach multiple file types to a related record. We are now in the era of Salesforce Files.

So what are Files exactly? Files is a document organization system that converts all documents, attachments, and notes into a Salesforce File. Functionality wise, they are a lot like Google Docs.  Salesforce Files are shareable, editable and make it easy for your team to manage all of their important information. What’s more, Files are shared and stored in a folder library system, keeping everything organized in a single location. In short, files do more and provide greater functionality than simple attachments. Though this switch may take time for some users to adopt, the upside of using Files should be more than worth the effort.

Click here for a short video checklist to help you get to most from Salesforce Files!