How To Add Documents In Salesforce Lightning at Alexis Dawkins blog

How To Add Documents In Salesforce Lightning. You can attach files—such as microsoft® office documents, adobe® pdfs, images, and videos—to most salesforce records through the files. Take this opportunity to add your working files and images as salesforce files so they’re usable in lightning experience. Use the new document global action to take freeform notes that stay open as you move around. To attach files to the records in salesforce lightning, navigate to the setup page and follow the below steps. Create a document no matter where you are in lightning experience and link it to a record. You can configure the file uploader to accept. You need to switch back to classic to access them. Documents are not available in lightning experience. How do i work with my. If you have files in documents that you need to access in lightning experience, we recommend downloading them, then uploading them to your. On the setup page, click on the app launcher and navigate to.

Use the new document global action to take freeform notes that stay open as you move around. Documents are not available in lightning experience. You can attach files—such as microsoft® office documents, adobe® pdfs, images, and videos—to most salesforce records through the files. You can configure the file uploader to accept. How do i work with my. You need to switch back to classic to access them. To attach files to the records in salesforce lightning, navigate to the setup page and follow the below steps. Create a document no matter where you are in lightning experience and link it to a record. Take this opportunity to add your working files and images as salesforce files so they’re usable in lightning experience. On the setup page, click on the app launcher and navigate to.

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How To Add Documents In Salesforce Lightning On the setup page, click on the app launcher and navigate to. Create a document no matter where you are in lightning experience and link it to a record. How do i work with my. Take this opportunity to add your working files and images as salesforce files so they’re usable in lightning experience. On the setup page, click on the app launcher and navigate to. You need to switch back to classic to access them. Documents are not available in lightning experience. You can attach files—such as microsoft® office documents, adobe® pdfs, images, and videos—to most salesforce records through the files. If you have files in documents that you need to access in lightning experience, we recommend downloading them, then uploading them to your. Use the new document global action to take freeform notes that stay open as you move around. You can configure the file uploader to accept. To attach files to the records in salesforce lightning, navigate to the setup page and follow the below steps.