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...
SALESFORCE DOCUMENT MANAGEMENT
When we think of a file storage system, many picture a large room full of file cabinets and stacks of papers in little manilla folders. And technically, this IS file storage. But a pretty useless...
COMPLIANCE REPORTING PRACTICES WITH SALESFORCE FILES
Compliance requirements are crucial in most industries to ensure our business doesn’t fall flat. From GDPR to HIPAA, every company has industry standards they need to adhere to, especially when...
HOW SALES LEADERS LEVERAGE FIRMWORKS FILES TO ORGANIZE AND REPORT ON CONTRACTS
Losing countless hours to a monotonous hunt for missing NDAs, MSAs, and various other contracts and documents is a frustration that many sales users understand all too well. Picture this; your...
SALESFORCE FILES: WHAT THEY ARE, HOW THEY WORK (AND DON’T WORK), ANDN HOW TO MAKE THEM BETTER
Business owners everywhere aim to understand their business inside and out and make the cost of doing business as efficient as possible. This should be simple— use the right software, establish...
THE CASE FOR SALESFORCE FILES
FILES RULE THE DIGITAL WORLD. The contents of a file can be nearly anything from a beautifully designed marketing piece, or business contract, to the logical code of the program you are reading this...
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