Posts Tagged ‘notes’

Transitioning from Notes and Attachments to Files in Salesforce

The rumors are true. Post Winter ’18, Notes and Attachments are a thing of the past. In 2019 and beyond, it’s all about Files. Salesforce Files Are Taking Over Salesforce Files allow you to “put documents, videos, or presentations at the center of sales, service, and marketing. Accessible from anywhere, files are always current to […]

Consider Sketchnotes for More Effective Note Taking

Late last year, I found myself in San Diego sitting with a few colleagues in a massive event space. We were about to witness the first keynote of a creative conference called Adobe MAX. Define “massive”? Okay, I’m fairly confident the majority of the attendees were present for this particular talk in the conference schedule, […]

Lotusphere Opening Session – Demo Highlights

So who doesn’t love a good demo………or two…….or three.  IBM highlighted a lot of new and upcoming features that supports the Social Business Theme.  Here are some highlights: Notes Lotus Notes is incorporating the whole idea of doing more work from within the client.  You can view video, approve tasks from a workflow engine or […]