Learn how to upload files within Salesforce, and how to manage and use them.
- [Instructor] Salesforce has a file ecosystem…that empowers teams to share assets and files.…Let's check out how to upload, share and manage files.…Files that we own are listed on our profile, so we can go…over to our profile, that's this picture right here,…that's my picture, and then we'll click on the avatar.…And then here, on the right-hand side,…we'll see files owned by my profile.…If we click view all, it'll show all of our files…owned by this profile and their details,…and provides this pull-down menu that allows us…to manage these files.…
These are all the files owned by my profile,…so let's check out the file system by clicking on…the app finder on the top left-hand side,…and then we'll navigate down and click on files.…We can directly add files to the system, let me demonstrate.…We'll click on upload files, we'll navigate to the desktop,…and I've got a presentation right here, which I'll click on,…and then I'll click open.…Once it's uploaded, I'll click done.…And here it is, right here.…
Now let's go ahead and click on edit file details,…
AuthorChristopher Matthew Spencer
- Getting team buy-in
- Registering your account
- Working with users and permissions
- Using calendars
- Managing leads and contacts
- Tracking affiliations and relationships
- Recording activities
- Importing records
- Using collaboration tools such as Chatter and email templates
- Measuring and improving success with reports and dashboards
Skill Level Beginner
Salesforce for Customer Servicewith Christine Volden50m 43s Beginner
1. Getting Started
2. Working with Salesforce
3. Working with Data
4. Tools for Success
5. Measuring Success
Next steps1m 17s
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