New Notes and Files

Posted by Steve Harris on Jul 11, 2019, 9:35:09 AM
Steve Harris

Check out this short training module in Trailhead on the new Notes and Files functionality.  These tools will be added to your org when you get the "Components" package update in the next few weeks.  

Notes and Files Highlights for Project Management

1. Share a Note or a File with multiple Job or Campaign records.

2.  Share a File or Note with other users.

3.  A batch of enhanced file/note sharing features.

4.  Improved preview layouts.  

5.  Upload new versions of a file.  

Check out the Salesforce Trailhead module here:  https://trailhead.salesforce.com/en/content/learn/modules/lightning-experience-productivity/work-with-notes-and-files

 

 

 

Topics: Admin Updates, Creative Directors