FileZIPO - One solution for all files types
FileZIPO is a native force.com application designed for developers and admins to perform action on Files & Attachments. User can perform multiple operations like
- ZIP Files - Zip multiple files in single or multiple folders (parent-child structure)
- Sync Files - Sync your Salesforce files & attachments with external cloud storage accounts, viz., OneDrive, Amazon S3, Google Drive, Dropbox & Box.com. Access them any time within your Salesforce org with File ZIPO’s real-time sync.
- Backup Files - Salesforce storage is limited & expensive. Backup your Salesforce files of any size or volume to an external cloud or on-premise storage hassle-free.
- Archive Files - Sync all your legacy Salesforce files & attachments to external cloud storage to access & manage them at one place, hassle-free..
- Transfer files from Salesforce to External Platforms like DropBox, Box.com, Amazon S3, Google Drive.
- Transfer files from External Platforms like DropBox, Box.com, Amazon S3, Google Drive to Salesforce.
This app is a shorter route to perform mass operations like ZIP, Sync, Backup, Archive, Transfer, Report on Files & Attachments. It will reduce manual effort & increase productivity for end users.
Few Simple Steps to upload/transfer files from DropBox to Salesforce:
As Files or Attachments of Dropbox can be linked to particular record in Salesforce, so we need to add the FileZIPO component on the Detail page of the record as the first step and then transfer files from DropBox to Salesforce.
Note: You can skip step 1-6 if the FileZIPO component is already added on your record detail page.
Scenario: I need to transfer or upload some files from my dropbox to my Account record.
Step 1. Go to App Launcher like below image.
Step 2. Search any Standard or Custom object and click on the searched object. (Account object in this example)
Step 3. Go to object record page by clicking on any record
Step 4. Go To Gear Icon on the top right corner and click on "Edit Page".
Step 5. Once "Edit Page" is clicked, it will open the App Builder page.
Above image has some features (each number has its description as below):
1. Click on Tab section.
2. Click on "Add Tab" button.
3. Choose Tab label as "Custom" and enter name in "Custom label" as "File ZIPO"
4. Click on "Done" Button to add tab.
Step 6. After adding tab, select the below component & drag the component to the newly added tab like below image.
Name of Component: FileZIPO_ManageExternalFiles
Click on Save and then Activate Button to add tab on detail page.
Step 7. Click on "Click Here to Add Files" button
Step 8. Once "Click Here to Add Files" button is clicked, it will display the popup as shown in below image
Above image has some features (each number has its description as below):
1. Choose the option as "Upload From Dropbox".
2. Select Dropbox Account from the DropDown.
3. Choose File or Attachment (as an option) to upload in Salesforce.
4. Click "Select Existing File" button to select existing Files/Attachments from dropbox account
Once "Select Existing File" button is clicked, it will open a popup screen like below image.
Above image has some features (each number has its description as below):
1. Select the existing folder.
2. User can easily "Drag & Drop" files to "Selected Files" section, like below image.
Step 9. Once the files from dropbox is selected, Click on "Continue" button from above image and screen looks like below image. The Selected files (from dropbox) are shown below:
Click on "Save Files" Button and you are done. Go to record's related tab and check the uploaded files in the Notes & Attachments or Files related list.
For more details, refer official webpage of this application
https://www.filezipo.io
Below is the AppExchange URL for this application
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