Overview
You can Share files and links from Salesforce or from your computer with people by attaching them to posts or comments.
Table of content
Step-By-Step
STEP 1
Account Owner you can Create “Visit Minute”
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- In ListViews => Click on “Account” A R WILFLEY AND SONS
STEP 2
Scroll down to the "Files" related list and click in the button « Upload files"
STEP 3
In your computer “Select the file you want to uploade"
A window of download appears and click on “Close “ and the file is uploaded
Need help?
Dear SalesForce Convergence user,How to ask for assistance?
For any question or issue regarding Convergence, please :
For account creation, please refer to here.
Thank you very much,
Convergence Team.
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