Thursday, July 31, 2014

Different Types of File Storage Options

In SalesForce, you have a number of different ways to manage files.  However, do you know which way is the most appropriate way for your needs?   It is pretty simple!


  • SalesForce/Chatter Files
    The SalesForce/Chatter Files, located either when you attach a file in Chatter, or go under Files, is designed to store the files you share internally.  While very similar to the CRM Content, the SalesForce/Chatter Files has the additional ability of allowing for syncing of files between a user's desktop and SalesForce (via SalesForce Files sync)
  • CRM Content
    The CRM Content, located under the Libraries and Content tab, are useful for managing documents where there are frequent changes and sharing.  This would be common for files used for Sales & Marketing collateral.  The CRM Content functionality handles versioning, comments (from users), and sharing with ease.  Files here can be up to 2 GB.
  • Documents
    The Documents, while one of the oldest SalesForce modules, is probably the one most incorrectly used.  It is designed to host images and files that are hosted on your website or in your Community/Customer Portal.  It shouldn't be used for managing files and Sales Collateral.  That's because the size of the documents that can be hosted here are limited to 5MB.
  • Attachments
    Under any record, there is the Notes and Attachments related list.  Any files uploaded under this related list are stored in the Attachments section.  Like Documents, you are limited to 5MB.

8 comments:

  1. It shouldn't be used for managing files and Sales Collateral. That's because the size of the documents that can be hosted here are limited to 5MB.file server

    ReplyDelete
  2. If you want to be successful in your job you need use different types of file storage options. The major role can be played by online transcription and translation services . I think that if you have an opportunity to automatize your working process you need to do this immediately. This will ease your working routine.

    ReplyDelete
  3. Then, you need to check this post detailing how to take Coborn’s Customer Satisfaction Survey Feedback.

    You can also find here What are Coborn’s Listen’s Survey Rules & Requirements to get a free entry in Coborn’s survey sweepstakes drawing.Coborn’s Customer Feedback Survey

    ReplyDelete
  4. Thank you for protecting the natural environment and contributing to waste diversion success in Halton Region! Share...See this post takes every feedback from its customers and tries to implement it to improve their customer service


    click here this line:Activate Walmart Card

    Thanks for sharing such a great blog.

    ReplyDelete
  5. Bob Evans Customer Survey is the quick time survey that allows the customers to share the feedback about what they have experienced at the stores.

    Take Bob Evans Survey

    ReplyDelete
  6. ABC Fine Wine & Spirits Customer Satisfaction Survey If you are a frequent consumer.ABC Fine Wine & Spirits Survey

    ReplyDelete
  7. The Papa Johns Customer Satisfaction Survey will present the company’s management a chance to get to know their customers better and build lasting, personal relations with them.

    Papa Johns Survey

    ReplyDelete
  8. To know how customers feel about products and services, Papa Murphy is conducting a guest survey under the name of Papa Survey (Papa Murphy’s Survey).
    Papa Murphy Survey

    ReplyDelete