Tune into the Lightning Experience Pro Tips blog series to learn about setting up Lightning Experience and how to avoid common gotchas along the way. As you make the move to Lightning Experience, your users might be asking why Lightning Experience lets you add only one kind of file while Salesforce Classic has several different […]
Got files everywhere? Do your users attach files to records or groups using the Notes & Attachments related list? Give them a better way to manage those files. Whether you’re working in Salesforce Classic or Lightning Experience, the Files related list is your best bet for attaching files to records and groups. If you don’t […]
Do you like to use content deliveries to send files? We don’t blame you. Content deliveries make it easy to send files, and even easier for recipients to view them. But are you bummed that they’re not available in Lightning Experience? We have a secret for you: You can use Lightning Email to do the […]
