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Is there a point-and-click method for making documents available on Salesforce1?

 

We have our team mostly as mobile users and want to upload various manuals and resources for them to have as reference. Currently we are using documents, would using content be appopriate and solve the mobile issue? Or what options do we have?
1 件の回答
  1. 2016年9月8日 1:03
    Hi Megan

     

    Users will need to use the Files tab or action to upload documents into Salesforce in order for them to be available in Salesforce1. There are some basic requirements that you'll want to keep in mind while uploading content. 

     

    Files formats are supported include  .docx, .pdf, .ppt, .pptx, .xls, and .xlsx 

     

    All image files are supported including .gif, .jpg, and .png 

     

    Android does NOT allows previews in .doc and .docx file types, iOS can allow previews in: .docx files.

     

    100 MBs is the supported File upload size.  Please keep in mind network bandwidth plays a critical role in the size of uploads, as well as the speed with which they are upload.

     

    Files larger than 5MB may not be able to be previewed inside the app and will need to be opened in another program.

     

    For Android Users: When using the File action you're only able to attach existing Salesforce Files.  To add new files from your device, use the Post action and tap the paper clip icon.

     

    For iOS Users: When using the File action you're only able to attach photos and videos.  To add new files from your device, use the "Copy to Salesforce1" sharing option, when holding down on a file / document.

     

    Regards

     

    Sachin
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