ABC Company is using Salesforce to manage its different vendors and their information.
They have lot of vendors (Vendor A, Vendor B) from which the company purchases lot of useful goods and services. Every vendor has lot of Files/Attachments related to it like vendor documents, Invoices, Order form etc
Let's see how she can Mass Download files/attachments.
- Select the type
- Select the name of the Object for which user needs to see files/attachments
- User can filter the rows by the file/attachment name
- User can use advance filter to filter the rows by User, Date, Object, keywords
- Select single or multiple file/Attachments.
- User can download individual file using download icon in the last column of each row.
Step 3:- Select the rows & click this button "Click Here to Continue". Once clicked, it will open a popup
2. Choose Folder Structure as "Multiple Folder for all selected files (Parent / Child Structure)"3. Enter Your ZIP File name.
5. Click on "Download Files" Button to initiate the process to ZIP in Parent folder hierarchy.
Step 4:- Once "Download Files" button is clicked, user will receive an email on "To Address" and "CC Addresses" once the selected files / attachments are ready to download. The email has a link to download the ZIP file. User can download the ZIP file from email.
No comments:
Post a Comment