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...
USING FLOW WITH FILES: THE GOOD, THE BAD, AND THE UGLY
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...
TAKE CONTROL OF YOUR DOCUMENTS USING PUBLIC LINKS
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...
SALESFORCE FILES VS ATTACHMENTS— WHICH IS RIGHT FOR YOUR BUSINESS?
Salesforce and file storage have always had a rocky relationship. Historically, adding new files to your org was an extremely limited functionality in Salesforce. Documents are an integral part of...
SALESFORCE WORKFLOWS FOR BETTER DOCUMENT MANAGEMENT
Steward Butterfield, co-founder of Slack, said, “There’s a lot of automation that can happen that isn’t a replacement of humans but of mind-numbing behavior.” We often hear about automated processes...
6 THINGS YOUR SALESFORCE FILES ACTUALLY CAN DO
Salesforce Files are a powerful Salesforce feature that allows users to store, share, and manage documents and other files in their Salesforce org. Salesforce Files are different from Salesforce...
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