- #How does salesforce work with shipworks full#
- #How does salesforce work with shipworks plus#
- #How does salesforce work with shipworks download#
If you use any of these features, here are a few things to keep in mind. Some of the older types of files in Salesforce Classic aren’t fully supported or supported at all in Lightning Experience. You can delete the link at any time, at which point it no longer provides access to the file.
#How does salesforce work with shipworks download#
Recipients can view and download the file, but they can’t be collaborators. A public link is an encrypted URL that’s safe to send to any recipient outside (or inside) your company, including leads, customers, partners, and coworkers.
#How does salesforce work with shipworks plus#
Collaborators can do all that plus change file permissions, edit the file, and upload new versions. Viewers can view, download, and reshare the shared file (if the file allows resharing). Assign Viewer or Collaborator file permissions to each person or group.
It’s easy to share your files with the right audience. You can access sharing options from Files home, Files related lists, the file preview player, file record detail pages, and Chatter feeds. To facilitate content collaboration, Salesforce Files embeds file sharing opportunities throughout your org’s workflow. To learn more about file access permissions, file privacy settings, and file size limits, see Upload and Share Files in Salesforce Help.
#How does salesforce work with shipworks full#
Click View All in the Files related list card to see the full related list. For example, upload a new version of the file, edit the file’s details, or share the file with people, groups, and libraries. To attach files from Salesforce Files, click Add Files in the Files related list.įor each file attached to a record via the Files related list, you can quickly leverage all the rich Salesforce Files features. The Files related list also opens the door to all of the files in Salesforce Files that you have access to, including files in libraries and external repositories like Google Drive or Box.
Simply drag the file-or multiple files at once-onto the Files related list card on the record! Uploaded files are also automatically added to Salesforce Files, so they’re accessible from anywhere in Lightning Experience, not just the record at hand. If the file is on your computer, quickly upload it.There are two options for attaching files to a record using the Files related list. Need to attach some files to an opportunity, account, or other record? Forget about using the familiar Notes & Attachments related list. The player includes controls for downloading, sharing, or deleting the current file, uploading a new version of the file, editing file details, generating a public link to the file, and switching to full-screen mode for presentations. See files in the file preview player (6).Act on individual files directly from the file list (5).All file types are supported, from Microsoft® PowerPoint® presentations and Excel® spreadsheets to Adobe® PDFs, images, and audio and video files. Upload new files to Salesforce Files (4) so you can attach them to records and share them with colleagues, groups, or customers.You can even create folders within libraries, to better organize your content. Libraries are a way to organize content and share content with colleagues. Access libraries and the files in libraries (2).Change the list of files that you see with filters (1). Access all the files you own or have access to.Access Files home from the Files item in the navigation bar. We’ll begin with Files home, your one-stop shop for managing all of your files. You can even share a note with groups or teammates (5). Add clarity and memorability by embedding pictures or images (3).Įven better, you can expand the visibility and impact of important information by relating a note to multiple records, such as relevant opportunities, accounts, and contacts (4).Organize info with bulleted and numbered steps (2).
Highlight important details and enhance meaning by adding bold and italic formatting to text (1).Write with confidence because your ideas are automatically saved as you type.The enhanced Notes editor in Lightning Experience. You’re still in for a treat because enhanced Notes in Lightning Experience includes many more options for creating richer, more meaningful notes.
Or maybe you’ve been using enhanced Notes in Salesforce Classic. Here’s the classic tool, the version you get from the Notes & Attachments related list. So, what do we mean by better notes’? Let’s compare the original notes tool in Salesforce Classic to the enhanced notes editor and you’ll quickly understand. If you don’t see enhanced Notes features in your org, talk to your admin. Your Salesforce admin needs to turn on enhanced Notes.