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 […]
