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DS FileShare Tool

By Dotsquares

FileShare

Free  

Never requires payment

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Industries
High Tech
Business Need
Document Management
Requires
Sales Cloud

File Sharing Notes and Attachment

  • Salesforce File Sharing Tool

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Essentials

App Details

Version
FileSharing/Summer 2022 1.18.0
Listed On
01/16/2019
Latest Release
05/25/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 4
Custom Tabs: 3
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.15.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/16/2019

Additional Details

This app is used to share files from Salesforce Users to Community Users. Community user will only be able to view those files, which are shared with him from Salesforce User. Salesforce user can upload files (which need to be shared) and select the Community User (to which he/she want to share the files) from the picklist. User will be able to view the history of files shared with the details of recipient and sender. Steps to install Application 1. Enable community for the account 2. Create new community 3. Admin should have a specified Role. 4. Install Application from app store 5. Create New Contact 6. Link the new contact to an account 7. 'Enable customer User' for the new Contact 8. Add a tab for 'Attachment Sharing' in any app. 9. Click on Attachment sharing tap and select user to which files need to be shared 10. Files will be accessible to the other user.

Need help?

Dotsquares

Unit 2 Hobbs Court, 2 Jacob Street, London SE1 2BG

Please contact us on Email - salesforce@dotsquares.com Phone - +44(0) 1273 900 275

Support Phone+44(0) 1273 900 275
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