File / Document Management Systems on Salesforce
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http://fb.com/tquilaFiles TabSalesforce CRM ContentSalesforce KnowledgeDocuments TabAttachments
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PurposeUpload, store, find, follow, share, and collaborate on Salesforce files in the cloud.Publish and share official corporate files with coworkers and deliver them to customers.Create and manage content, known as articles, in a knowledge base. Internal users and customers (on your Customer Portal, partner portal, Service Cloud Portal, or Force.com Sites) can quickly find and view articles they need.Store Web resources, such as, logos, DOT files, and other Visualforce materials in folders without attaching them to records.Attach files to records from the Attachments related list on selected detail pages.
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Common UsesUpload a file in Chatter and store it there privately until you're ready to share it. Share the file with coworkers and groups to collaborate and get feedback. Attach files to posts in a Chatter feed on the Home tab, Chatter tab, a profile, a record, or a group.Create, clone, or modify a sales presentation and save it so only you can see it and work on it. When you're ready, publish it so other users in your company have access to it. Create a content pack and send it to customers.Write, edit, publish, and archive articles using the Articles Management tab or find and view published articles using the Articles tab. Customers and partners can access articles if Salesforce Knowledge is enabled in your Customer Portal, partner portal, Service Cloud Portal, or Force.com Sites. Create a public knowledge base so website visitors can view articles.Add a custom logo to meeting requests by uploading your logo to the Documents tab.Add a file to a specific record, like an event, marketing campaign, contact, or case by attaching it on the Attachments related list.
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Supported File TypesAllAllAllAllAll
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Maximum File Sizes2 GB2 GB5 MB for attachments5 MB5 MB for file attachments
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10 MB for Google Docs20 KB for a custom-app logo2 GB for feed attachments
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38 MB when uploaded via the API10 MB for files attached to email
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10 MB when uploaded via Visualforce
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Available StatisticsNoneRatingsRatingsNoneNone
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Times downloadedVotes
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Article views
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Supported Object RelationshipsIf linked to SFDC Content, similar capabilities.Related Content (special relationships) - leads, accounts, contacts, opportunities, opportunity products, cases, products, and custom objectsNONE. Can be related to cases through special functionality.NoneAll Objects
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Taxonomical CapabilitiesNoneLibrariesData Categories (hierarchical)"Keywords"None
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TagsArticle Types
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Content Packs
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Other supported platform featuresCan be followedCustom fields (incl. 25 lookup fields)Custom fields (through article types excl. lookups, include file field type)
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SharingMultilingualField sets (via article types)
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Portal access
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Triggers
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Validation Rules
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Field Sets
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Unique featuresVersioningFeatured contentKnowledge actions + workflows, approval processes, entitlement actions
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Document previewKnowledge synonyms
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Subscribed usersData Categories (hierarchical)
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Content deliveries (time limited, documents converted to web sites that also contain view stats)Article Types
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SearchStemming search
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Document versioning
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Content packs
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Content Types
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Libraries
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Content Packs
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Potential Process FlowNoneAvailable through the use of private and public librariesPublished, archived, custom statusesNoneNone
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Primary cloud useAll PlatformSales, ServiceFeature license of Service cloudAll PlatformAll Platform
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SetupUniversalAt a user & profile levelProfile levelProfileProfile
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Data MigrationSimilar to SFDC Content.CSV listing the paths to files. Upload using data loader or other tool.
http://bulkified.com/Bulk+attachment,+content+and+document+migration+using+Apex+Dataloader
Zip-file listing fields and relative path in CSV to articles. Uses data import wizard.http://bulkified.com/Bulk+attachment,+content+and+document+migration+using+Apex+Dataloaderhttp://bulkified.com/Bulk+attachment,+content+and+document+migration+using+Apex+Dataloader
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