Jun 11, 2024 | FirmWorks, FirmWorks Files, FirmWorks Geo
Generally speaking, documentation and geolocation are seemingly disparate data points. How often are we concerned with where a document comes from or where it is being sent? But there are benefits to knowing this information. Additionally, location data is key when it...
Apr 25, 2024 | File Management, FirmWorks, FirmWorks Files, Salesforce Files
Why do computers hate going to their file storage? Because it’s a hard drive. And on that note, let’s discuss how vital documents and files are to virtually every business type in every industry. How documents are stored, shared, and most importantly, created is of...
Feb 26, 2024 | File Management, FirmWorks, FirmWorks Files
Why Use An Experience? While many companies use Salesforce as a source of data, there are times when the customer-facing side of the company also needs to be sourced by that data. There are many headless solutions that can separate your Salesforce data source from the...
Feb 12, 2024 | File Management, FirmWorks, FirmWorks Files
With so much happening in your Salesforce environment, many users fail to realize the number of clicks performed daily. Salesforce makes a heroic effort to provide their users with tools to make their workday easier. From Apps and Page Layouts to Flows and Apex,...
Jan 30, 2024 | File Management, FirmWorks, FirmWorks Files, Salesforce Files
Documents are a great way to pass information from one party to another, to store important information about a process, and to visually explain any number of things. Paper or digital, documents are an integral part of business operations and processes. But for many...
