One of the highlights between Salesforce Classic and the Lightning Experience is the switch from notes and attachments to Salesforce Files. In fact, Salesforce is banking on you liking it so much, that they haven’t given you any document options other than Salesforce Files. 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, notes, etc, into a Salesforce File. Functionality wise, much 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!


The CloudMyBiz Team






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