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File Management App

By Salesforce Labs

Identify, Classify and Store

Free  

Never requires payment

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Business Need
Audit & Compliance
Information Management
IT Management
Requires
Sales Cloud
Service Cloud
Compatible With
Sales Cloud
Service Cloud
Experience Cloud

File management application designed to secure and organise document handling. It helps to organise, classify and store Files in a Custom Object that can utilise precise sharing rules to control visibility of the documents.

  • File Management Demo

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Experience Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
FileManagement/ver 1.0 0.7.0
Listed On
09/30/2024
Latest Release
09/30/2024
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.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Managed Package
Lightning App Builder
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: 2
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 1
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 AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.7.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/30/2024

Additional Details

Enable File Sharing with Advanced Controls Sharing Rule or Sharing Set: Facilitate secure and flexible file sharing using robust sharing rules or sets, ensuring the right access levels for every user. Seamless File Upload with Classification File Classification: Upload files with ease while classifying them based on predefined categories, enhancing organisation and retrieval efficiency. Versatile Related List Component Related List Integration: Integrate a powerful related list component that can be used with any Salesforce object, providing a unified view of related files and records.

Need help?

Salesforce Labs

San Francisco, CA, USA

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