Application Requirement:
Need to attach specific documents to specific records. Once attached documents can be:
- Viewed quickly on all related records.
- Quickly attached to emails.
- Updated with new version.
Example of use:
Document is PDF of invoice. It is attached to Invoice record, invoiced account record, sales record, but all done automatically based on configuration, not custom code.
Does this exist on Appexchange? On GitHub?
Ideas?
1 commentaire
@David Claiborne I believe our out-of-the-box Salesforce Files can meet these requirements. If not, can you please clarify where the gap is.
