Why convert attachments to Salesforce files?
Files are more versatile and provide better functionality than attachments. Attachments can only be
attached to a single record, while files:
- Can be shared with multiple records and users
- Appear in Files home and can be added to Libraries
- Track multiple versions
- Provide file previews of documents, images, PDFs, and more
Salesforce files are optimized for Lightning Experience.
Attachments can’t be uploaded in Lightning Experience. Attachments may be visible (and read-only) in
Lightning Experience, but only if the org admin has enabled this on each page layout.
Why convert classic notes to enhanced notes?
Enhanced notes are more versatile and provide better functionality than classic notes. Classic notes can only be attached to the records of one object. Enhanced notes, however, can be added to multiple objects, like accounts, opportunity, contact, and lead.
Enhanced notes are optimized for Lightning Experience. They can also be used in Salesforce1.
Magic Mover for Notes And Attachments to Lightning Experience from Appexchange to do bulk conversions of attachments to Salesforce Files, and classic notes to enhanced notes.
This package includes 3 tools:
- Admins use the Attachments to Files tool to do bulk conversion of all the attachments in an org.
- Admins use the Notes Conversion tool to do bulk conversion of all the classic notes in an org.
- Admins use the Update Page Layouts tools to update layouts to use the new related lists exclusively.
Conversion of attachments and notes is supported for custom objects and the following standard objects: Account, Asset, Campaign, Case, Contact, Contract, Lead, Opportunity, Product, Quote, and Solution.
Convert attachments to files because files are optimized for Lightning Experience and provide additional capabilities beyond attachments, including the ability to relate files to multiple records, track multiple versions, and view file previews.
Convert classic notes to enhanced notes, which are optimized for Lightning Experience and provide additional capabilities beyond classic notes, such as the ability to relate a note to multiple records, and track multiple versions
If you have comments or feedback, please reach out to us in this Success Community Group: