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Take Files │Document Management

Organize files within a Salesforce object the smart way

Overview

Organize files in an orderly manner within a Salesforce object with a component that allows you to classify each file with a name and type, also quickly find what you are looking for and make validation rules by having the necessary file.

1 of 2

  • Fast visibility of files within an object

  • Classify each file with a name and type

  • Validation rules when having a file loaded to continue your process

Organize files in an orderly manner within a Salesforce object with a component that allows you to classify each file with a name and type, also quickly find what you are looking for and make validation rules by having the necessary file.

Categories

Business Needs
Document Management
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

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