How to Store Project Credentials in Salesforce

Question

When my company finishes a project, we write a 1-page "credential" with specific details about the project for use in selling more work in the future. I need a way to systematically store a large volume of these documents in a way that they can be easily searched for. I tried using the "Documents" object, but you can only upload documents. You can't create extra fields to "tag" the document and categorize it for easy searching. I tried creating a custom object, but can't create a field for file uploads. Lastly, I tried using the Notes & Attachments related list, but it's not possible to report on the Notes & Attachments, so I wouldn't be able to easily search for and retrieve credentials.

Has anyone encountered this issue before? If so, how have you handled it?

Thanks!

James Garfield · Accepted Answer

Hi there,

If you ask me, you were on the right path when you tried creating the object. Instead of attaching a document is there any way that you can create a large long text field and allow your users to input the credential information in the field and accompany this field with other fields that you would want to search?

I know it may be a process change for your team but I'm not sure how much longer it would take for them to copy and paste in the field / type in the field in the first place

Hope this helps!

How to Store Project Credentials in Salesforce

Data Management

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