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Magic Mover for Notes And Attachments to Lightning Experience

Free

Rating

(68)

Listed On

7/10/2017

Latest Release

2/21/2018

CATEGORIES

Productivity
Get ready for Lightning Experience by migrating your attachments and notes

Install this app to do bulk conversions of attachments to Salesforce Files, and classic notes to enhanced notes. Once you install this package, please check out the User Guide, as it contains important installation instructions.

  • Convert attachments to files because files are optimized for Lightning Experience and provide additional capabilities beyond attachments, including the ability to relate files to multiple records, track multiple versions, and view file previews.
  • Convert classic notes to enhanced notes, which are optimized for Lightning Experience and provide additional capabilities beyond classic notes, such as the ability to relate a note to multiple records, and track multiple versions
  • If you have comments or feedback, please reach out to us in this Success Community Group: https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000LgpS
This package includes 4 tools: ####* Admins use the Attachments to Files tool to do bulk conversion of all the non-private attachments in an org.##* Users who have private attachments use the My Private Attachments tool to convert their private attachments to files.##* Admins use the Notes Conversion tool to do bulk conversion of all the public notes in an org.##* Admins use the Update Page Layouts tools to update layouts to use the new related lists exclusively.######Conversion of attachments and notes is supported for custom objects and the following standard objects: Account, Asset, Campaign, Case, Contact, Contract, Lead, Opportunity, Product, Quote, and Solution.

Highlights

  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Enterprise, Unlimited, Developer, and Performance EditionsEnterprise & Up
  • View and edit this package’s code and metadataEditable Code

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 3
  • Custom Applications: 1
  • Custom Tabs: 7

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0

Requirements

Other System Requirements
No additional system requirements

Support Support not provided

Support not provided

Additional Information

Package Name
Notes and Attachments to Files
Version
V2.8 / 2.8.0
First Release
7/10/2017
Latest Release
2/21/2018
Languages
Salesforce Labs

Salesforce Labs is a program that lets salesforce.com engineers, professional services staff and other employees share AppExchange apps they've created with the customer community. Inspired by employees' work with customers of all sizes and industries, these apps range from simple utilities to entire vertical solutions. Salesforce Labs apps are free to use, but are not official salesforce.com products, and should be considered community projects - these apps are not officially tested or documented. For help on any Salesforce Labs app please consult the Salesforce message boards - salesforce.com support is not available for these applications. Questions? Please visit https://success.salesforce.com/answers.

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