Install this app to do bulk conversions of attachments to Salesforce Files, and classic notes to enhanced notes. Before you install this package, please check out the User Guide, as it contains important installation instructions.
Highlights:
- Convert attachments to files because files are optimized for Lightning Experience and provide additional capabilities beyond attachments, including the ability to relate files to multiple records, track multiple versions, and view file previews.
- Convert classic notes to enhanced notes, which are optimized for Lightning Experience and provide additional capabilities beyond classic notes, such as the ability to relate a note to multiple records, and track multiple versions
- If you have comments or feedback, please reach out to us in this Success Community Group: https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000LgpS
Additional Details:
This package includes 3 tools:
- Admins use the Attachments to Files tool to do bulk conversion of all the attachments in an org.
- Admins use the Notes Conversion tool to do bulk conversion of all the classic notes in an org.
- Admins use the Update Page Layouts tools to update layouts to use the new related lists exclusively.
Conversion of attachments and notes is supported for custom objects and the following standard objects: Account, Asset, Campaign, Case, Contact, Contract, Lead, Opportunity, Product, Quote, and Solution.
This app is part of the Force™ Collection. You can see it here: https://sforce.co/33fkLT7
You can install the published version of this package via the AppExchange listing (and find more resources and documentation): https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EHAmy&tab=d