A typical sales life cycle consists of a number of contacts, reports, opportunities, accounts and also carries a lot of documents of different types and needs, including files, notes and attachments. Often it becomes challenging for a sales rep to manage these many assets of a single customer. And there are many such customers and […]

Salesforce is a great CRM tool for businesses of various sizes and it’s efficient solutions including Chatter make it a leading collaboration platform. However, there is a common question that stands often, how to manage file storage space and what are the options where we can store files inside the Salesforce? The perfect answer for […]

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