Category: documents

  • Fixing Word document printing from SalesForce

    Some users will have a different configuration in their desktops that will prevent printing a Word document attached to a SalesForce contact. Below is the typical error when the user attempts to open the attachment and then print: A solution that worked for one of my users is from this Microsoft link: A new application…

  • Types of document storage in SalesForce

    Types of document storage in SalesForce: Feature/ Type CRM Content Files tab Documents tab Notes and Attachments related list Google Docs tab Can associate with a record Yes, through content types/workspaces /lookup fields No No Yes, mandatory No File size limit ? 500 Mb/user 100 Mb/file 5 Mb/file 5 Mb/file, 10 Mb/email 1 Gb/file upgradeable…