Process and Benefits of File Sharing for Salesforce

Internet and computer have become the two key factors of our day to day activities that we cannot imagine our life without them, whether it is at a personal level or professional level, we need both of them to accomplish our various tasks. Going through this necessity nowadays being a computer savvy person has become the common requirement for every position in all the organizations. The use of both these elements not only helps in the smooth functioning of an organization but also keeps the different teams working in the remote locations connected with each other.

File sharing is one of the common activities performed in all the organizations to record the progress of any project at different levels and collaborate with others associated with it and Salesforce is not an exception to it. Earlier, when the whole process was conducted manually maintaining the file, it's sharing, and collaborating with the other members was a lengthy and expensive process. Interestingly, today going through the presence of computer and high-speed internet connectivity facility, performing these tasks have become quite easier. Moving ahead the presence of technology like cloud storage facilitates the users to store as many files without any concern of memory storage.

How to share the file: The process of file sharing can be summarized as follows:

Step 1: The user will be required to login to the application using the credentials of his Salesforce account and click on the option of file sharing for selecting the file with the other community members.

Step 2: After selecting the file, he has to click on the option of “Attachment Sharing” to browse and attach the file he wants to share.

Step 3: As the third step, he will be required to select the group, community, or members with whom he wants to share the content of a particular file.

Step 4: Now as the final step, after selecting the desired groups, it is time to share the file, which could be done by clicking on the “submit” button to end the process.

Benefits of File Sharing for Salesforce: Some of the benefits of file sharing are described below:

1. Convenient: There are lots of transactions and activities performed within the Salesforce team which are recorded at one common platform so that they can be accessed by everyone associated with the team anytime according to his convenience. The feature of File Sharing is one step ahead of it and facilitates the users to share the particular file only with the interested persons at the same time, without sharing the same file individually to all of them.

2. Time-Saving: This can be regarded as one of the highly acclaimed benefits of this application. Searching the file manually has been always time-consuming. Saving and retrieving the file on the cloud-based application facilitates the user to retrieve the file by simply clicking at the location where you have saved it. Thus, by clicking at the particular location it is easier to search the file and share it with the concerned groups.
3. Minimum space: To save the file you do not require any physical space and can be saved online within a minimum space, which means you can save the huge set of files related to varied information according to your convenience.

4. Safety: Saving the file online also offers you the facility of saving the confidential files away from the people to whom you do not want to have access. As a result of this, you can share the file only with the concerned people.

5. Easy to manage projects: As all the files related to a specific project are saved online, it is not only easier to access them anytime, but can be shared instantly on-demand within the members at a single click.

In short, it can be said that the File Sharing application has been designed to smoothen the work of the Salesforce team and ensures that the particular file is shared between the community members who are associated with project or transaction.

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