I know that you can not report notes, attachments, and files but I need to make attachments or notes easily accessible and visable to our accounting team when specific occurences happen... I thought using chatter could help?
If a file is uploaded on a Purchase Order can I have it automaticlly update the chatter feed for the accounting group so it's easily accessible?
I imagine I would use process builder?
Or does anybody else have a better suggestion to this very annoying issue?
1 respuesta
Hi Joanna,
Sorry for the inconvenience. In case you don't receive a response here, may I also suggest joining the Admin group below to collaborate with the experts for best practice and advice.
https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001oVp
Hope this helps.
Regards,
Jayson
