by Mike Walsh | Jul 3, 2019 | Blog, Salesforce-Apps-AppExchange
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!
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 | 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.
by Mike Walsh | Dec 1, 2016 | Blog, Salesforce-Apps-AppExchange
Attachments in Salesforce may be simultaneously one of the most valuable and one of the most contentious tools in the system. Attaching files to records in Salesforce keeps all the data and documents you need in one place, making it simple for your team to easily pick up and work with any file in seconds. But, if you need to store audio files in the system, actually listening to them requires downloading, opening in a media player, then deleting when you’re done. Wouldn’t it be nice if you could listen to audio attachments directly within Salesforce? Well, you can with this cool app!
I have created a visualforce page and embedded this with some JS files, which allow to play the audio files on the same screen. This shows a player only with the audio file in the same row.
This free, innovative app is delivered as an unmanaged package, making it 100% customizable for your team’s needs. Check out the sample and give it a try today!
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 | Jun 20, 2014 | Salesforce Tips
Attachments can be a bit of a prickly area in Salesforce. Using the standard Attach a File button is tedious, with multiple button clicks and some tight limits on file size. 5MB is just a bit too small most of the time, and since this rule also applies to Email-to-Case, you might be missing some important communications from clients who attach larger files. Salesforce has been listening, and I have some good news on both fronts!
Using the Attach a File Chatter Action, files are pushed from Chatter straight into the Notes and Attachments section on your records. This means that you now have a much more user friendly interface for attaching files to a record and having everything right where you need it. Just click share, and it’s there! And what’s more, Summer ’14 is bringing an update allowing attachments (and emails) up to 25MB, meaning less bounces, less headaches, and a much happier team! Keep an eye out for your Summer ’14 release date, and enjoy all the awesome new features!
-Jared and the Salesforce Guys
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.
