SALESFORCE FILES VS ATTACHMENTS
Salesforce is one of the leading enterprise cloud-based customer relationship management (CRM) platforms, helping businesses boost sales, marketing efforts, customer service, and other CRM tasks. On the Salesforce platform, users can store and manage files to enhance business processes and operations. However, file storage in Salesforce is complicated because there are two types of files: attachments and Salesforce files. In this article, we will explore the differences between Salesforce files, attachments, and their uses to understand how to maximize file storage in Salesforce. Salesforce Files Salesforce files are stored in Libraries, which are like channels containing files in a single place. These Libraries can be created to help organize files by topic or project. Users have control over who has visibility and editing privileges for each Library. Salesforce Files are also enabled for versioning, meaning users can upload a new version of a file while retaining the old version. The old version is then stored in the Library and preserved. Attachments Attachments are files that can be attached to individual Salesforce records, such as Accounts, Contacts, and Opportunities. Knowing how to use attachments in Salesforce is essential for file storage. With attachments in Salesforce, users can add files to the accounts, contacts, or opportunities as relevant. These files are stored within Salesforce and can be used as evidence of agreements, contracts, or other important documents. Uses Salesforce Files are best used to store and manage large-scale files such as documents and media in an organized way while providing visibility and editing control. Attachments are best used to attach files to records without the need for a Channel. Considering that Files and Attachments are stored within Salesforce, platform users must consider their file storage limits. To avoid going over the file storage limit, users should use their file storage more efficiently. For example, users should identify which files are most used and prioritize these files. Files that are not necessary should be stored in another storage system, such as Google Drive. Closing Having the right knowledge about file storage in Salesforce can help businesses reap the most out of the platform. Knowing how to maximize file storage, such as the differences between Salesforce Files and Attachments, is important to ensure users get the most out of the platform. With the right knowledge, businesses can store important files securely, without having to worry about going over their file storage limit.
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