Install Magic Mover for Notes And Attachments to Lightning Experience from Appexchange to do bulk conversions of attachments to Salesforce Files, and classic notes to enhanced notes. This package includes 3 tools: Admins use the Attachments to Files tool to do bulk conversion of all the attachments in an org.
What is Magic mover used for?
It is used for migrating the classic Notes to lightning enhanced notes and classic attachments to Salesforce files in an easy manner. Magic Mover is an application downloaded from AppExchange.
How to set up the Magic mover app exchange?
The below mentioned tabs are available in the Magic Mover app exchange. Setup –> Permission Sets in the Quick Find box. Create a New permission set. View All Users. Click Save. Query All Files. Click Save. Assign the Permission Set to the user who will be using this tool to migrate attachments or notes.
Can I use Salesforce as a project management tool?
CATEGORIES Project Management , Salesforce Labs For years, Salesforce teams have been using the Salesforce Platform to manage backlogs, sprints, user stories, defects and more. Now you have the ability to leverage the same agile app that Salesforce uses. For questions visit: www.sfdc.co/AgileSuccess
What is the difference between Salesforce lightning and Salesforce labs?
Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder. Salesforce Labs is a program that lets salesforce.com engineers, professional services staff and other employees share AppExchange apps they've created with the customer community.
How do I move files and attachments in Salesforce?
If you are migrating attachments from a source Salesforce org to a target org, begin by requesting a data export for the source org. On the Schedule Export page, select Include Attachments to include the Attachment. csv file in your export. You can use this CSV file to upload the attachments.
How do I convert existing files to attachments in Salesforce?
Steps to Enable:Go to Setup.Go to Salesforce Files (quick find: type “Salesforce Files”)Click General setting.Click Edit.Check “Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments”Click Save.
What is the difference between files and attachments in Salesforce?
Files need to upload, store, find, follow, share, and collaborate on Salesforce files in the cloud. Attach files to records from the Attachments related list on selected detail pages. We can upload a file and store it privately until you're ready to share it. We can share the files with groups, users, etc.
What is notes and attachments in Salesforce?
In Salesforce, Notes and attachments are used to enter some comments or add external documents along with the Salesforce records. Notes in Salesforce provide the functionality to enter some text which are not mentioned in other fields. Attachments on the other hand, are external documents attached to a record.
How do I transfer files to Salesforce?
How Do I Move Files from the Documents Tab into Lightning Experience?Export documents in the weekly export, and then upload the documents into Salesforce Files.Use a third-party data export tool from the AppExchange.Use an API-based tool (Connect REST API supports uploading asset files).
How do you use the magic mover for notes and attachments to the Lightning experience?
0:125:14How to Setup Magic Mover in Your Org Before & After Install - YouTubeYouTubeStart of suggested clipEnd of suggested clipWhen we migrate attachments and files. We set system field values like created date created by lastMoreWhen we migrate attachments and files. We set system field values like created date created by last modified date and last modified by these fields are considered audit fields.
How do I organize files in Salesforce?
On the Files tab, organize and access your files. Browse, search, and share external files right from Salesforce. Store files without attaching them to records. Organize, share, search, and manage all types of files within your organization.
Can you drag and drop files into Salesforce?
Drag & Drop will allow your organization to quickly add multiple files, contents, or attachments (like screenshots of cases, email from files, PDFs, and more) against any standard or custom object. Even drag from Google Docs to Salesforce with ease!
Where are Salesforce attachments stored?
Files attached to emails and events can be saved in Salesforce as Content documents (Files) or as Attachment objects, the former being the default way. In either case the files are stored in Salesforce under Notes & Attachments of the primary associated object(s).
Can you run a report on notes and attachments in Salesforce?
The Report on Notes & Attachments application for the Salesforce.com platform fills a void in the default implementation, allowing users to use a few custom report types to create reports for Notes and Attachments in several of the default objects, like Accounts, Contacts, Opportunities, etc.
How do I query notes in Salesforce?
You can query them simply: List
Can you report on attachments in Salesforce?
Currently, it is not possible to report on attachments within Salesforce directly so it has been a challenge in the past to access information about attachments that exists within the Salesforce org. As an organization, you may want to track what types of attachments are being utilized and on which records.
Why convert attachments to Salesforce files?
Files are more versatile and provide better functionality than attachments. Attachments can only be attached to a single record, while files:
Why convert classic notes to enhanced notes?
Enhanced notes are more versatile and provide better functionality than classic notes. Classic notes can only be attached to the records of one object. Enhanced notes, however, can be added to multiple objects, like accounts, opportunity, contact, and lead. Enhanced notes are optimized for Lightning Experience.
What is Magic Mover?
Magic Mover is an application downloaded from AppExchange. It is used for migrating the classic Notes to lightning enhanced notes and classic attachments to Salesforce files in an easy manner.
Why is Magic Mover app useful?
As a final note, it would be useful to stay focused on solving customer needs using a Magic Mover app. Agents can handle the migration in a short time, and it increases productivity.
What is Salesforce Files?
Salesforce Files is the way to organize your documents in Salesforce.
Can you upload files to Salesforce?
With Salesforce Files, your users can upload files in Salesforce, preview, share and collaborate on files, attach files to records, store files privately, manage version updates, and follow files that are important to you. You can also make files available publicly via a link.
