by Mike Walsh | Sep 27, 2018 | Blog, Salesforce-Apps-AppExchange
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!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Feb 12, 2018 | Salesforce Tips
Is 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!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
