You probably have Duplicate Rules configured in your Salesforce org, right? Well, if you don’t, you should check them out! A duplicate rule defines what happens when a user views a record with duplicates or starts creating a duplicate record. Salesforce provides standard duplicate rules for business and person accounts, contacts, and leads. You can […]
15 years ago an Idea popped up on the Idea Exchange. The Idea was simple enough: “I would like the ability to generate or write into the HTML code the ability to attach files to cases before they are submitted through the online form.” Unfortunately the implementation is tricky. So tricky that Salesforce had to […]
Which came first: the record or the files? Unlike the age old egg or chicken riddle, I can definitely say that the record comes before the files. This can be a challenge for admins to navigate, however, given the fact that File Upload Improved (and the standard File Upload Screen Component for that matter) ask […]
From Ryan Mercer: “I’m excited to release my next sprint of File Upload Improved. Thank you to everyone for your feature suggestions, I really enjoy working through your great ideas! Please continue to keep them coming.” This release’s features include… Show files below the component By default, the files will show above the File Upload […]
We encourage all users to upgrade File Upload Improved to take advantage of a new UI and several bug fixes. UI Updates The files now appear above the Upload Files box. Depending on your user’s device size, the files will either render in two columns… … or in one column. Internal users can click the […]
Ryan Mercer has just brought several improvements to File Upload Improved, which is rapidly becoming full of great capabilities. Customize the component’s labels. Require the user to upload at least one file and provide a custom ‘error’ message if they do not. Automatic icon selection depending on what type of file the user uploads. Delete […]