AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Download Button

Easy access to documents for your entire team

Overview

Want a document or template that is easily accessible to all the members of your team? Install the download button, add your document, and this document is just one click away for the rest of the team.

1 of 5

See How Download Button Works

  • EASY TO ACCESS DOCUMENTS Tired of searching for specific files in Salesforce? with the new download button, you have 1-click access to a file you use multiple times a day, saving you time and the hassle of having to search on a record page.

  • SHARE DOCUMENTS WITH COWORKERS Working together on a presentation? Upload your presentation to Files and add the download button to any recordpage and download the presentation instantly!

  • DOWNLOAD SALESFORCE FILES, DOCUMENTS AND REPORTS Is your org dealing with lots of files, notes & attachments on important records? Consolidate all documents you use on a daily basis.

LIMIT DOCUMENT SEARCH Instead of searching through mountains of reports, files and attachments, this button allows you to store a document, presentation, template, or any other type of file (word, pdf, csv, png, jpeg, etc.) and is accessible companywide. So no need for unnecessary emails! INSTANT DOWNLOAD The download button will be displayed on your dashboard. As an admin you can add a file and it is instantly ready to download for anyone who has access to this dashboard. Cool features: > Admin can choose button color > No need to leave recordpage when searching for important reports

Categories

Business Needs
Productivity
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package

More from CaseNine

  • TimeCapsule - Graphic field history tracking tool
    by CaseNine
    Field history tracking that is well designed, is easy to use and is a complete solution for your business needs.

  • CaseNine | Salesforce Revenue Cloud (Agentforce Revenue Management) Consulting
    by CaseNine
    CaseNine is a specialized Salesforce consulting and engineering partner for Agentforce Revenue Management, Revenue Cloud, CPQ and integrations. We help organizations simplify complex revenue processes and build scalable Salesforce solutions.