- See who the file is shared with and their permission: owner, collaborator, viewer, or no access
- To share the file with specific people, click People on the Sharing Settings dialog box
Can we edit files in Salesforce
File owners, collaborators, and users with the “Modify All Data” permission can edit file details.
Note Your org may have a custom layout for the file detail page. The custom layout displays when you view or edit file details from the actions arrow on Files home, or when you edit file details from a file preview.
What object are files stored in Salesforce
Files that you upload to the Notes & Attachments related list on records in Salesforce Classic are now called Salesforce Files objects.
Salesforce uses three objects: content document, content version, and content document link to store files data.
What is Docusign Gen template
Docusign Gen is a document generation tool that enables users to generate professional customized sales agreements and documents with just one click in Salesforce.
Gen drives document customization by merging Salesforce data and leveraging business rules that reference Salesforce data.
What is a Salesforce library
Libraries are a wonderful way to organize files and manage user permissions. See files displayed in a grid or switch to the familiar list view.
Click a library or folder to see files displayed as thumbnails. A thumbnail view is an easy way to find files.
How do I access documents in Salesforce lightning?
- Navigate to the App Launcher in Salesforce Lightning
- Search for the Document object and click on it
- Select the document that you wish to view the details
- Click on “view file” to see the file attached to it
- User can delete the document from the detail page or from the list view directly
Does Salesforce integrate with Microsoft Word
SalesForce Integration with MS-Office(Dynamo office) To make users more productive Salesforce is tightly integrated with Popular microsoft applications including Word, Excel, PowerPoint, and Outlook.
Salesforce.com provides a convenient hosted application service.
Can Salesforce pull data from SharePoint
With Files Connect, Salesforce users can access, share, and search external data from systems like Quip, Google Drive, SharePoint, or Box.
The setup process for Files Connect varies by external data source.
How do I create a content library in Salesforce?
- From the My Libraries section of the Libraries tab home page, click New
- Enter a unique library name
- If you want, add a description
- Click Save and Add Members
How do I export a Salesforce report to PDF
You can not export report into PDF format but Export a printable copy (or xls/csv), then save that file as a PDF.
There isn’t a way to natively export as a PDF, unless you’re using a merge client like Drawloop or Conga.
How do I upload a PDF to Salesforce
Click on “Salesforce Record Settings” from the Form connections page. Select the required value from the “PDF Attachments” dropdown.
Click on “Save Record Settings.” Try the Form.
What are Salesforce templates
The email template builder is a visual tool for creating rich, engaging email templates.
Email Templates in Salesforce Classic. Use email templates to increase productivity and ensure consistent messaging.
Email templates with merge fields let you quickly send emails that include field data from Salesforce records.
Is Salesforce content available in lightning
Libraries are available in both Lightning Experience and Salesforce Classic. In Lightning Experience, you can further organize your library content with folders.
Can we generate PDF using LWC
Although we can generate PDF using LWC as well as the Aura component, we need to make use of the intermediate Visualforce page.
This Visualforce page will be used to show and format the content of the PDF.
LWC will be used to create a headless quick action that will generate a PDF using the Visualforce page.
How do I edit a Word document in Salesforce?
- Access the Salesforce record (for example Account record) and select the document you want to edit from the Download Documents pane
- Click the Download icon next to the file you want to edit
- Save the file under the exact name
- Open the file in MS-Word with the Doc2Files Add-in
Does Salesforce have a data dictionary
A Salesforce data dictionary is a central source of knowledge for the organization that describes data: its meaning, relationships to other data, business usage, and format.
This tool helps everyone from management, admins, analysts, and developers to understand and use Salesforce data fields.
What is DocuSign connect
DocuSign Connect is a webhook solution that notifies your application when selected events get triggered—which means your application can get event notifications when they happen, rather than your application polling for them.
How do I create a PDF in Salesforce lightning
From Setup, click Object Manager, then click Account. Click buttons, Links, and Actions, then click New Button or Link.
Name the button “Generate PDF” Select Detail Page Button.
What is a schema builder in Salesforce
Schema Builder is a tool that lets you visualize and edit your data model.
It’s useful for designing and understanding complex data models like the one D’Angelo is building.
What is Salesforce CMS
Salesforce CMS is a hybrid content management system (CMS) where you can create, edit, organize, and manage digital content from a centralized location.
Share content by publishing to channels such as a commerce site, marketing email, customer community, partner portal, or any digital experience.
How do I mass upload files in Salesforce?
- Create a CSV file with the following fields: FOLDERID
- Start Data Loader
- Select Insert
- Click Show all Objects
- Click Document in ‘Select Object
- Browse to the CSV file you created in step 1
- Click Next, then OK
- Click Create or Edit Map
Who is DocuSign owned by
The company’s largest shareholder is The Vanguard Group, Inc., with ownership of 8.7%. BlackRock, Inc. is the second largest shareholder owning 5.8% of common stock, and T. Rowe Price Group, Inc. holds about 5.6% of the company stock.
What is Gen for Salesforce
Gen is a Salesforce-native application that seamlessly integrates into Salesforce Sales Cloud and Revenue Cloud (CPQ+, Billing and Subscription Management).
What is FormAssembly Salesforce
FormAssembly for Salesforce: Powerful, customizable web forms and data collection workflows. Quickly build workflows with secure, web-to-anything forms that can create or update objects.
Prefill forms with Salesforce data, create tasks and Chatter posts, send attachments, and more.
What is SharePoint in Salesforce
SharePoint provides automatic file versioning for your Salesforce documents. This allows your Sales Teams to have better control over the documentation process.
Furthermore, they can now review, edit and share documents seamlessly online even on mobile devices.
What is CRM content in Salesforce
Salesforce CRM Content simplifies content management by incorporating user-friendly features into the following tasks: Organizing.
Rather than keep files in folders that make content difficult to find, Salesforce CRM Content stores files in fully searchable file repositories known as libraries.
What is Docusign click
DocuSign Click enables you to capture consent to agreement terms—like terms of service and privacy policies—with a single click of a checkbox or button.
You can display the clickwrap in a seamless, embedded experience on your websites and apps or send it directly to your end users via a URL.
How does SharePoint integrate with Salesforce?
- Step 1: Initiate the Salesforce Files Connect Tool
- Step 2: Grant Permissions to Salesforce Files Connect Tool
- Step 3: Establish the Authentication Provider
- Step 4: Configure SharePoint Account
- Step 5: Configure the Developed Application
How are attachments stored in Salesforce
Files attached to emails and events can be saved in Salesforce as Content documents (Files) or as Attachment objects, the former being the default way.
In either case the files are stored in Salesforce under Notes & Attachments of the primary associated object(s).
WHAT IS elements Salesforce
Each element represents an action that the flow can execute. Examples include reading or writing Salesforce data, displaying information and collecting data from flow users, executing business logic, or manipulating data.
Sources
https://conga.com/products/contract-management/conga-contract-lifecycle-management
https://www.docusign.com/blog/developers/documents-connect-to-send-or-not-to-send
https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8lReSAJ
