If you're planning your Lightning Experience transition and your org uses attachments or classic notes, boost your users’ productivity by converting existing attachments to Salesforce Files and classic notes to enhanced notes.
Salesforce Files and Enhanced Notes are optimized for Lightning Experience and provide a better experience than their predecessors in Salesforce Classic. For example:
- Attachments can be attached to a single record only, while files:
- Can be shared with multiple records and users
- Appear in Files home and can be added to Libraries
- Track multiple versions
- Provide file previews of documents, images, PDFs, and more
- Classic notes can be attached to a single record only, while enhanced notes can be related to multiple records, across different objects. And there are more options for creating comprehensive notes, including embedded images and rich text formatting.
Think converting attachments and classic notes sounds like a lot of work? Fear not!
Introducing the Magic Mover for Notes and Attachments tool
To make light and easy work of this task, check out Magic Mover for Notes and Attachments—a Salesforce Labs package from AppExchange. You can easily install the package for these Salesforce editions: Professional, Enterprise, Unlimited, Developer, and Performance.
With this tool, you can:
- Do bulk conversions of attachments (including private attachments) to files
- Do bulk conversions of public classic notes to enhanced notes
- Add the Notes related list and the Files related list to applicable object page layouts
For all of the details about installing and running this handy tool, see the “Magic Mover for Notes and Attachments” page (https://sfdc.co/b2P4Su) on AppExchange.
