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 […]
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 […]
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 […]
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 […]
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 […]
Whether you are a large conglomerate, or a small business startup, everyone needs to protect their files from viruses and malware. Nothing can be more devastating that malware corrupting all your important data. Further, keeping in line with regulatory & internal GRC (Governance, Risk and Compliance) requirements can ensure your peace of mind. You can […]
