To save others the time of hunting for the training material, it's here:
Winter ‘16 Administrator Release Exam (http://certification.force.com/pkb/articles/Public_KB/Winter-16-Administrator-Release-Exam/?q=winter+16&l=en_US&fs=Search&pn=1)
The modules are listed here:
Winter '16 Release Training for Certified Professionals (https://help.salesforce.com/HTTrainingModulesDetail?courseId=a1S300000032xGB)
Has anyone experience to deal with it ?
I would like a recommendation on the best document management system for Salesforce. We have a large number of documents that we want to link to a SF object. We are looking for the following features:
- Fast. Our internet is slow. Is there someway of making documents upload directly from the desktop so that it can happen in the background (similar to dropbox or onedrive)?
- Large capacity.
-Able to link to a record
Is the package you installed unmanaged or managed ?
If it's unmanaged, the code can be looked into and changed. If its managed, read through the User/Installation Manual properly. There must be something written about this.
If nothing helps, reach out the the makers of the package regarding this.
Let me know if you need any further help on this.
If you find my answers userful, please mark it as "Best Answer" right under the comment.This will help if anyone else gets into the same issue. Thank you !!
I understand why this is, but does, and I want to keep the functionality, but want to keep the file storage manageable - can I have my cake and eat it?!
Interesting question you pose. There are a few options you could look into:
1. Connecting your org to a third party storage (Dropbox, Alfresco, etc) and move files to the third party platform. This could prove more expesnsive than simply coughing up for extra storage on the Salesforce platform, but you would need to look at the ROI and see whats cheaper for your business.
2. Utilising an in-house webhosted storage system, store files on to it, and then getting users to put in the URL's to the file. This works really well for an organisation on a tight budget. In the orgs that I manage within the company I work with, this works really well. Downside is you cannot version or edit documentation within Salesforce UI.
3. Cough up the cash and pay for more storage through your Salesforce Account Manager. Again, an ROI analysis would need to be done to see if this works out cheaper long term, in comparison to other options.
Not entirely sure I have helped here, but I hope this gives you some food for thought. Let me know if you have any further questions :-)
I have a somewhat complex issue. My organization works in energy efficiency installations and our Salesforce database records dates for a lot of different types of documents that mark milestones achieved in a particualr project. We need to record four types of dates per document: date when document was submitted by a contractor to our account manager, date when account manager forwarded it to SpringCM, our document management system, date when our document manager (person) processes the document, and signed date on the document itself. At this point, we are only able consistently record the last two date types and not the first two and it's becoming quite a data gap issue for us.
I would ideally cut out the account manager step and completely revamp and streamline our entire document submission process. I'm imagining an online form application that our contractors can use to attach and submit a document to our SpringCM system. The contractor would be able to identify the type of document it is by selecting a checkbox. The form would record when the document was submitted.
My question is, is there an app on Salesforce or some other technology that can help me build such a form? Or do you have recommendations for some other method of effective document management system?
Thanks so much. I'd appreciate any feedback I get.