FirmWorks Files

FirmWorks Files is a native Salesforce application designed to make the storing, retrieving and editing of Content faster and easier.

New in 2.3: upgrading sends a notification that points admins at the Files Dashboard and Component Tools, the dashboard storage meters stand on their own, and the retired FileViewer gets the Select Files to… button. Since 2.1 every component is a Lightning Web Component and File Manager has bulk actions. See the Release Notes.

Why FirmWorks Files

• Features
• For Salesforce Administrators
• For Salesforce Developers

Getting Started

• Quick Start Guide
• Permissions and Licensing
• The Life of a File

Using FirmWorks Files

• Using File Manager
• Bulk Actions
• Enhanced Upload
• FirmWorks Notes
• File Reporting
• Files Dashboard
• Supported File Types
• Historical File Clean-up Help

Configuring

• FirmWorks Files Configuration
• Component Reference
• Additional Setup: tabs, page layouts and Experience Cloud
• Upgrading to Lightning Web Components

Automating

• FirmWorks Files and Flows
• Passing Dynamic Field Values into Flow Components
• Flow Templates and Invocable Actions
• File Events

Reference and Support

• Release Notes
• Troubleshooting
• Tips And Known Issues
• How To Give FirmWorks Support Access To Your Org

Visit Us

https://getfirmworks.com

support@getfirmworks.com

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