Adopting Files and Enhanced Notes in Lightning Experience
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Transcript of Adopting Files and Enhanced Notes in Lightning Experience
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Adopting Files and Enhanced NotesLightning Experience
@DouglasCAyers/in/DouglasAyersdouglascayers.com
Doug AyersSalesforce MVP | Solutions Architect at Mountain Point
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Forward-Looking Statements
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
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Doug AyersSalesforce MVP | Senior Solutions Architect
@DouglasCAyers
/in/DouglasAyers
douglascayers.com
• Ironic start to my Salesforce Career
• Nashville Developers Group Leader
• RAD Women Apex Coach
• CentralApp Salesforce Mentor
• Technical Reviewer for Packt Publishing
• Open-Source Developer
• Blogger
• 13x Certified
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Agenda
What are Classic Notes & Attachments?
What are Lightning Files & Enhanced Notes?
Why Make the Switch?
Enabling Lightning Files & Enhanced Notes
Migrating Classic Notes & Attachments Data
When Converting Leads and Merging Duplicates
Helpful Utilities
Q&A
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What are Classic Notes & Attachments?
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What are Classic Notes & Attachments?
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What are Classic Notes & Attachments?
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What are Classic Notes & Attachments?
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What are Lightning Files & Enhanced Notes?
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What are Lightning Files & Enhanced Notes?
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That’s nice……but we have years of historical data
…and thousands of notes & attachments
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The ship is sailing…
Users can’t search Classic Notes & Attachments in Lightning (source)
Users can’t create Classic Attachments in Classic or Lightning (source)
Heavy investment by Salesforce delivering 10+ Ideas (more features!)
Why make the switch?
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Why make the switch?
Larger Files Sizes
• 25MB vs. 2GB (80x larger!)
Previews
• View most files without downloading
Versioning
• Track one file, multiple revisions
Rich-Text
• Compose notes with rich-text formatting
More Features
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Why make the switch?More Features
Multiple File Uploads
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Why make the switch?
Private Sharing
• Keep private to yourself or share with others
Advanced Sharing
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Why make the switch?
Private Sharing
• Keep private to yourself or share with others
Share to Users, Chatter Groups, and Records
• One file/note, accessible by multiple people in multiple places
Viewers and Collaborators
• Decide who can edit the file/note with you or only view them
Advanced Sharing
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Why make the switch?
Private Sharing
• Keep private to yourself or share with others
Share to Users, Chatter Groups, and Records
• One file/note, accessible by multiple people in multiple places
Viewers and Collaborators
• Decide who can edit the file/note with you or only view them
Public Link Sharing
• Share link with anyone, no password required
Advanced Sharing
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I’m convinced, where do I start?
Enabling Lightning Files & Enhanced Notes
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Enabling Lightning Files & Enhanced NotesType “Notes Settings” in Setup Quick Search
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Enabling Lightning Files & Enhanced NotesType “files” in Setup Quick Search then click “General Settings”
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Enabling Lightning Files & Enhanced NotesAdd Files and Notes related lists to page layouts
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Migrating Classic Notes & Attachments Data
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Migrate Classic Notes & Attachments DataMoving existing data to new objects
Classic Notes & Attachments Lightning Files & Enhanced Notes
NoteAttachment
ContentVersion, ContentNoteContentDocument, ContentDocumentLinkContentDistribution
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Migrate Classic Notes & Attachments DataMoving existing data to new objects
Classic Notes & Attachments Lightning Files & Enhanced Notes
ContentVersion, ContentNoteContentDocument, ContentDocumentLinkContentDistribution
NoteAttachment
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My Conversion Tools
Salesforce Labs
“Magic Mover for Notes And Attachments to Lightning
Experience”
Data Loader
Export, Transform, Import
Not Trivial
AppExchange Do it yourself
bit.ly/AdoptLightningFiles
Free, Open-Source
Managed Package Option
Since 2015
Migrate Classic Notes & AttachmentsConversion Options
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Things to Consider When Converting Leads
Leads, Accounts, Contacts, Opportunities
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https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_sales_features_core_leads_related_records.htm
Preserve Files & Enhanced Notes when Convert LeadsSince Summer ’17, Files & Enhanced Notes now carry over to Account, Contact, and Opportunity
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Things to Consider When Merging Duplicates
Leads, Accounts, Contacts
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Preserve Files & Enhanced Notes when Merge RecordsFree custom solution for merge support available at bit.ly/AdoptLightningFiles
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Free solution for merge support available at bit.ly/AdoptLightningFiles
Preserve Files & Enhanced Notes when Merge Records
![Page 32: Adopting Files and Enhanced Notes in Lightning Experience](https://reader034.fdocuments.in/reader034/viewer/2022052117/5a66a6a87f8b9a0c768b4b81/html5/thumbnails/32.jpg)
Preserve Files & Enhanced Notes when Merge RecordsFree solution for merge support available at bit.ly/AdoptLightningFiles
![Page 33: Adopting Files and Enhanced Notes in Lightning Experience](https://reader034.fdocuments.in/reader034/viewer/2022052117/5a66a6a87f8b9a0c768b4b81/html5/thumbnails/33.jpg)
Helpful Utilities
View Files & Enhanced Notes Shared to Related Records
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View Files & Enhanced Notes Shared to Related Records
Classic Notes & Attachments Related List
Shows them rolled up from child records (contacts, opptys, etc) to parent account
Free solution for Lightning Experience available at bit.ly/AdoptLightningFiles
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View Files & Enhanced Notes Shared to Related Records
Lightning Files & Enhanced Notes Related Lists
Only show those explicitly shared to the record itself, not those of related child records
Free solution for Lightning Experience available at bit.ly/AdoptLightningFiles
![Page 36: Adopting Files and Enhanced Notes in Lightning Experience](https://reader034.fdocuments.in/reader034/viewer/2022052117/5a66a6a87f8b9a0c768b4b81/html5/thumbnails/36.jpg)
View Files & Enhanced Notes Shared to Related RecordsFree solution for Lightning Experience available at bit.ly/AdoptLightningFiles
![Page 37: Adopting Files and Enhanced Notes in Lightning Experience](https://reader034.fdocuments.in/reader034/viewer/2022052117/5a66a6a87f8b9a0c768b4b81/html5/thumbnails/37.jpg)
View Files & Enhanced Notes Shared to Related RecordsFree solution for Lightning Experience available at bit.ly/AdoptLightningFiles
![Page 38: Adopting Files and Enhanced Notes in Lightning Experience](https://reader034.fdocuments.in/reader034/viewer/2022052117/5a66a6a87f8b9a0c768b4b81/html5/thumbnails/38.jpg)
View Files & Enhanced NotesShared to Related Records
Solution
Reusable Lightning Componentfor any object record page
Shows Files and Enhanced Notesshared to any related child record
bit.ly/AdoptLightningFiles
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Helpful Utilities
Share Multiple Files to Multiple Records from List View
![Page 40: Adopting Files and Enhanced Notes in Lightning Experience](https://reader034.fdocuments.in/reader034/viewer/2022052117/5a66a6a87f8b9a0c768b4b81/html5/thumbnails/40.jpg)
Share Multiple Files to Multiple Records from List View
![Page 41: Adopting Files and Enhanced Notes in Lightning Experience](https://reader034.fdocuments.in/reader034/viewer/2022052117/5a66a6a87f8b9a0c768b4b81/html5/thumbnails/41.jpg)
Share Multiple Files to Multiple Records from List View
![Page 42: Adopting Files and Enhanced Notes in Lightning Experience](https://reader034.fdocuments.in/reader034/viewer/2022052117/5a66a6a87f8b9a0c768b4b81/html5/thumbnails/42.jpg)
Summary
Files and Enhanced Notes are the new standard
Features: Advanced Sharing, Larger File Sizes, Versioning, File Previews
How to migrate existing data using my conversion apps
Things to consider when converting leads and merging duplicates
Helpful Utility: View Files Shared to Related Records
Helpful Utility: Share Multiple Files to Multiple Records
bit.ly/AdoptLightningFiles
![Page 43: Adopting Files and Enhanced Notes in Lightning Experience](https://reader034.fdocuments.in/reader034/viewer/2022052117/5a66a6a87f8b9a0c768b4b81/html5/thumbnails/43.jpg)
Next Steps
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