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Take Files │Document Management
Organize files within a Salesforce object the smart way
- Business Need
- Document Management
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.
Highlights
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
Provider Details
IZEI Consulting Group
Monterrey, Nuevo León, México
We provide technology solutions for managing productivity and intelligence in our customers operations. Our main goal is to maximize the efficiency and agility of business processes through the practical application of information technology. Our methodology combines the insight, expertise, and experience of our staff with a consultative approach to problem solving to provide our customers with the services and technology solutions that best meets their needs. We work together with our clients to: • Increase productivity of the team and get full visibility of their processes (reports and panels in real time). • Increase levels of competitiveness and contribute to the generation of economic value and experience of our customers. • Configuration and adoption of the commercial and service platform that allows a 360° customer view, multi channel, multi team, with cloud-based operation.
Pricing Details
Free
You can fully use this solution without payment.