Drag, Drop, and Upload Salesforce Files

Thanks Radhi and not today however this might be a good idea for 2023. I will have our team follow up on the case created to support today to see more use case examples from you. Thanks again for the idea and 2023 will have a few new ones to see as well for you all.

Hey, thanks Ambrogino for the review on our way to 100+ on this cool app. We will up our file size as well once Salesforce increases its limit, so let's hope that is sooner rather than later. Again thanks again for the kind words on the board here.

Glad to hear! We will be rolling out new features so stay tuned for that in the coming quarters.

Thanks, Vedanth and unfortunately this is a managed package in Salesforce so it is not possible to hide things. However, if you send to our support@cazoomi.com any enhancements you would like to see we will review them and get them into our new 2022-23 version if possible. Thanks again for using Drag & Drop.

Hey Dhirendra, the long-awaited new version of Drag & Drop is out now so check it out. Thanks for all the feedback on the support board to get this into great shape for 2022. Here are a few highlights: You can now work seamlessly across platforms and formats. We support all current stable versions of browsers -- choose whatever you feel most comfortable with. 100% cloud-based: take your work with you wherever you are with no need for bulky external hard drives or any other kind of hardware -- you can upload files directly from Google Drive. Ideal for all your departments: your accounting department is going to love this feature during reporting months, your marketers will be able to create campaigns faster and the C-level execs can find and approve anything at a glance. No need to upload documents or files one by one. You can upload multiple files instantly with a single gesture! From Legal to Manufacturing and from Digital Agencies to Pet Shops, every industry has found things they could be doing much easier within Salesforce -- we know this firsthand from our subscribers in all industries. So we delivered what you asked for!

Thanks, Dhirendra, and our team has replied to your issue on our 24/7 support now. Glad we could help and looking forward to your newest Drag & Drop out this month which will allow all Salesforce subscribers to choose their experience for Attachments or Files. Be sure and check out our other Salesforce integrations when you get some time here https://www.cazoomi.com/sync-profile/salesforce-integration/

Thanks Mahmood and yes, API is needed for Drag & Drop so might be your Salesforce Professional Edition (Lightning) is not API Enabled. You can get your Salesforce rep to enable this for you with a quick call or email to them. Hope that helps.

Thanks, Adrian and awesome to hear we got you all squared away. Be sure and check out our other Salesforce integrations when you get some time here https://www.cazoomi.com/sync-profile/salesforce-integration/

Thanks, Tomasz, and we have a new version slated for April rolling out which will fix this issue and many more related like the ability to choose Documents or Files upload type without affected your current implementation. We'll post the Drag & Drop latest updates here once they are live on AppExchange - https://www.cazoomi.com/blog/

Same issue here using 1.34 version - despite checking Setup -> General Settings -> "Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments" all the uploads using button from this extension end-up under "Notes & Attachments". As I want to keep things simple for my users with single "Files" related list without using deprecated "Notes & Attachments", it's a deal-breaker for me.

I am having this same issue. I have enabled in my org - "Files uploaded to the attachments related list on records are uploaded as Salesforce Files, not as attachments" BUT when i upload files to my opportunity using a custom button with Drag and Drop- the files are still loaded as attachments NOT as files. I just updated to release 1.30 If i just upload a single file to notes and attachments - then it does load as a file so i know i have enabled the Files uploaded.... option correctly. Great app by the way. thanks Robby

Andrew, certainly appreciate the feedback and as in Salesforce some companies using Drag & Drop have both lightning and classic today so to make sure Attachments are uploaded as Salesforce Files please see here - https://help.salesforce.com/articleView?id=Attachments-are-not-returned-in-Lightning-Experience-search&language=en_US&type=1 It is highly recommended to enable the org feature, "Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments." This is a workaround till all Salesforce subscribers have migrated to Lightning, try and enable the org feature, "Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments." This would solve this issue in your Lightning org for the meantime as we await Salesforce Classic depreciation. ~Clint @cazoomi

Yes, that is right as these guys meet this requirement - https://www.cazoomi.com/blog/drag-files-directly-from-outlook-to-salesforce-with-outlook2web-and-cazoomi/ ~Clint @cazoomi

I faced the same. I believe that Outlook2Web is needed in order for this to work. Anyone else have comments on this?