Activity Forums Salesforce® Discussions What is a method for adding content to Salesforce CRM content?

  • Mallika

    Member
    July 21, 2020 at 6:22 am

    Hi Ratnesh,
    We can add content in 2 ways.

    <b id="ext-gen26">Chatter filesYou can upload a file and store it privately until you're ready to share it. Share the file with coworkers and groups to collaborate and get feedback. Attach files to posts in a Chatter feed on the Home tab, Chatter tab, a profile, a record, or a group. Users with access to Salesforce Files Sync can access, sync, and share files in their Salesforce Files Sync folder.
    Documents:Store Web resources, such as, logos, DOT files, and other Visualforce materials in folders without attaching them to records.
    <ul id="ext-gen22"><li id="ext-gen21">Documents is the original way to store files in Salesforce. Many of the original features of Salesforce (email templates, application logos, etc.) will only reference files in the documents tab. No sharing mechanism, but files can be exposed for public consumption. Allows for replacement of a document, but no version control. Access is controlled by folders.

    • This reply was modified 3 years, 9 months ago by  Mallika.
    • This reply was modified 3 years, 9 months ago by  Mallika.
  • Unknown Member

    Deleted User
    August 24, 2021 at 7:13 am

    CRM is very useful software. Makes it easy to run a business. There are many such programs. We have implemented Firmao and I can recommend it to anyone

  • anikaa

    Member
    August 17, 2022 at 12:44 pm

    Salesforce CRM can be made more efficient by adding more content to it. Now that you have hired a Salesforce crm service provider, they will start their work by adding content to Salesforce CRM. Things like data tracking information, deadlines, areas of interest, sales targets, business goals etc should be entered into the Salesforce CRM. This is a very important step in the Salesforce CRM implementation process. With the Salesforce consultancy services we can provide you with a method to add content to Salesforce CRM. Consult the experts today to get the right assistance. Check the top consultancy companies here

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