Reporting on files in Salesforce
Advanced Reporting on Salesforce Files with bulk Download Capabilities
In today's digital landscape, efficient data management is paramount for businesses aiming to stay competitive. Salesforce, a leading CRM platform, offers robust file management capabilities through its Salesforce Files feature. However, harnessing the full potential of Salesforce Files requires advanced reporting functionalities.
Free Style Reporting on files
Free Style Reporting on files is very easy; just open the Smart Mass Update app > Files tab under the App Launcher, and that's it.
Reporting on files using a differant obejct
Reporting on files using a differant obejct is very easy after the initial setup. Go to the Smart Mass Update app > Accounts tab > add the file drill-down button under the layout editor. This will allow you to drill down to the related files.
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