5 Ways To Store Documents in Salesforce: Which is Best for You?
Updated: June 11, 2019 There are several different ways that users can upload and manage files in Salesforce. I will go over the different options available to users and how they will be affected as Salesforce transitions from Classic to Lightning. (Hint: we are now able to accomplish anything we need using a single tool!) 1) The Documents tab (Classic only) The original file repository, where you can store logos, email templates, and other documents, ...
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