Overview
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Table of content
Step-By-Step
STEP 1
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- In ListViews => Click on “Account” eg.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?
How to ask for assistance?
Dear SalesForce Convergence user,
For any question or issue regarding Convergence, please :
- create a request in Service One with the following information:
- I want to update data in Convergence → Maintain data ownership in CONVERGENCE
- I want to mass upload procurement data → Maintain procurement data in CONVERGENCE
- Process : Data & Analysis
- PTP-Subprocess: Purchasing Tools Support
- PTP-Category: Convergence
For account creation, please refer to here.
Thank you very much,
Convergence Team.
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Service One Platform.