Guide To Salesforce Files Sync

It is now very easy to manage files, sync and share them thanks to Salesforce Files Sync. In today’s world, every organization both big and small wants to have a reliable way through which they can take care of their important files. Here is no doubt that poor handling of such files has been one of the reasons why some businesses find it very difficult to manage their operations. However, there is something to smile about especially when you know that now; there is a solution that you can count on. This guide should make it much easier for you to know how to use it.

Guide to Salesforce Files Sync

One thing that can be noted about people who have used this service is that they all say that it is much readier to use. Indeed, the ease with which you can handle files at your organization determines many things among them your work speed and so, the output rate. It therefore is right to say that it is directly related to the success of your organization especially when it comes to handling files regardless of the specific business that you are involved in. Indeed, the rate at which many people are turning to this software is enough evidence that there is a lot to be gained by its use.

It is important to note that Salesforce Files Sync is available through a pilot program. You however need to enable it for your organization before you can use it fully. In order to do this, you might have to contact the company so as to get the real settings. This should however not worry you considering the fact that everything can be dine in a very short duration. In fact, you will be surprised to learn that there are no complicated processes that you will be required to go through just to ensure that you have a reliable way through which you can manage your files in order to make your organization even better. Here are some of the important things that you need to know when it comes to the efficient usage of this service

How to Sync Files

To sync your files, you need to access them from your desktop. These may be any kind of files that you have stored depending on what your organization is all about. You can access these files through the synced filter which can easily be located on the files tab that is located in the chatter and in Salesforce1. You do not need any technical knowledge to do this as the service will automatically lead you through all the steps that are needed so as to ensure that every single file that is targeted is well taken care of. If you want to sync a large volume of files, you also do not need to worry because the system also guides you through every step of how to effectively do this.

However, it is important to understand that some of the settings may vary depending in your computer type. Even though the files are the same, you should check to know exactly the kinds of naming that your computer type gives to them. This will make it much easier to avoid some of the situations that many first time users find them in. There people who get stuck regardless of the fact that the things that cause them to get stuck are those that are related to their computers and absolutely nothing to do with Salesforce Files Sync. This is one of the reasons why you need to carefully understand your machine and also know how it handles services software such as the one that is offered by this company.

Sharing of Files from the Salesforce Files Folder

It is quite easy to share your synced files right from the Salesforce Files Folder which can now be located from your desktop. To do this, all that you need to do is to right-click on the files and choose the share button. The best thing about it is that you can share it with anyone that you want. The services gives you the opportunity to select where to share the files and where to not. This means that if there are people whom you want to restrict the files from, you will not have to worry about them accessing the files even when you do not want. Indeed, this has been one of the biggest fears for many people especially those who are seeking to use the share feature for the first time.

The only thing that you need to be cautious about when it comes to sharing your files through Salesforce Files sync is to be careful when doing it. You definitely do not want to find yourself in a situation whereby you do not even know who is receiving the shared files. Imagine what would happen when you share confidential information that is vital to the running of your business with people who are not supposed to see them. Maybe, you might have to create several groups depending on how you relate to them and share the files accordingly without the fear of losing your vital information. Of course, you can always change your groups any time you feel that it is necessary to do so.

Ensure You Have the Latest Version of all the Files

If you are still working on files that are stored in the Salesforce Files folder, you should make sure that you save the latest version. Indeed, there are times when you might find it appropriate to edit some of the files. Instead of losing the new version, it can be much better if you just store the very latest. The same applies to any updates to the people that you share them with. When you edit a group of recipients, be sure to save everything. In a nutshell, Salesforce Files Sync is a wonderful service and so, if you do not have it, you just do not know what you are missing.


Amanda McDonnald
Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.
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