Massive Document Management 1. Mass Document UploadingQ – I

Massive number of documents required to be managed in any CRM solution apart by just uploading and sharing the documents. So users expect CRM to be more than a document repository, as workflows, proposals. agreements, various clients information and much more are required to be managed at a time. It is wiser to interplay between CRM and DMS as it is compatible to desktop as well as mobile devices. Salesforce has pack of 5 in-built document management capabilities: 1. Files Home –  Chatter used for collaboration uses document management to share and upload files. A team working mutually on client proposal or any other documentation can sync Files Home across all desktop and mobile devices. 2. Salesforce Knowledge – It is a knowledge sharing platform commonly used by any corporates to create a base for the information sharing. It somewhere simply works like a Google Docs where the authorized person can create, modify, search and share the articles with others. i.e. client portal or a co-worker portal.3. Salesforce CRM Content – A prominent Document tool in SalesForce allows users to make, design, replicate the case studies or important project presentations for the company. It merely works as a packet of content which can be shared amongst the internal group as well as to the other external users. 4.  Attachments – It lets the user to form Attachment lists and files in a specific record. 5. Documents Tab – Store the Visualforce files here. This file is not attached to the records but can be accessed or used as per the requirements. Like logo is varied sizes are stored and as per the required document size constraint the image can be attached. Knowledge sharing of the core tool is not just an end. Our team has found some of the FAQs raised by the Salesforce active users, lets see what Salesforce has answers for it. Deep Diving in a Questionary for Salesforce Document Management 1. Mass Document UploadingQ – I have a huge amount of data files to attach and store for my tasks, do Salesforce document management tool let me upload documents in a bulk at one shoot?A – Of course, Data Loader let you add a number of links and documents at a time. Even CRM content libraries let you update documents with similar IDs. Wiser is to update systematically in CRM records so that duplication of existing files doesn’t take place. 2. Automation Tools for Document UpdateQ – I am using OOTB Salesforce tools in my CRM solution, can it support me to automatically update the documents or I need to have some other tool for this purpose?


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