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Drag, Drop, and Upload Salesforce Files

Drag, Drop, and Upload your files, attachments and content to Salesforce

Overview

Thousands of users can't be wrong! They all rave about how much time their sales and marketing teams save by uploading multiple files, attachments, or content with just a single gesture to any standard or custom object, including files from Google Drive.

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See How Drag, Drop, and Upload Salesforce Files Works

  • Directly upload files from Google Drive with our 100% cloud-based system tailored for sales and marketing teams.

  • Ideal for all departments: Accounting will love this during reporting, marketers can create campaigns faster, and execs can find and approve anything at a glance.

  • Today, empower your teams - sales, finance, marketing, support, and legal - to effortlessly drag and drop files for clients, prospects, and customers.

What Can I Do with Drag, Drop, and Upload Salesforce Files? The possibilities for quickly and seamlessly uploading files into Salesforce are endless. We'll provide you with a few examples to help you get started quickly. You can quickly attach files, presentations, customer and prospect files, case logs, emails, contracts, legal documents, marketing collateral, and Google Drive files to any standard or custom object in Salesforce. Our subscribers already use the Drag & Drop feature to simplify their Salesforce workflows. They use it to: - Attach files to Campaigns - Log files with cases for Service Cloud - Add Google Drive files to ensure the Sales team's File Upload compliance - Attach contracts to opportunities from email attachments - Upload financial documents to accounts or contact records - Keep legal documents on the client accounts for compliance purposes - Upload training videos as Salesforce content for Sales teams - Drop marketing materials onto client accounts for easy access by Sales. *All current stable versions of browsers supported 100% Force.com & Aloha App. Document upload size - 25MB File upload size - 25MB Content upload size - 25MB

Categories

Business Needs
Customer Service
Marketing
Document Management
Industries
Financial Services
Healthcare & Life Sciences
High Tech
Personas
Business User
Marketer
Sales Representative / Manager
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
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.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Person Accounts
Managed Package

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