How to Upload/Transfer multiple Files / Attachments from Desktop to Salesforce?

Upload Multiple Files from desktop to Salesforce

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

  1. ZIP Files – Zip multiple files in single or multiple folders (parent-child structure)
  2. 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.
  3. 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.
  4. Archive Files – Sync all your legacy Salesforce files & attachments to external cloud storage to access & manage them at one place, hassle-free..
  5. Transfer files from Salesforce to External Platforms like DropBox, Box.com, Amazon S3, Google Drive.
  6. 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 Desktop to Salesforce:

As Files or Attachments of Desktop 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 Desktop 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 Desktop to my Account record.

Step 1. Go to App Launcher like below image.

Go to App Launcher

Step 2. Search any Standard or Custom object and click on the searched object. (Account object in this example)

Search any Standard or Custom object

Step 3. Go to object record page by clicking on any record

Go to object record page

Step 4. Go To Gear Icon on the top right corner and click on “Edit Page”.

Go To Gear Icon

Step 5. Once “Edit Page” is clicked, it will open the App Builder page.

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

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

Click Here to Add Files

Step 8. Once “Click Here to Add Files” button is clicked, it will display the popup as shown in below image

Click Here to Add Files

Above image has some features (each number has its description as below):

  1. Choose option as Upload from Desktop .
  2. Select file from Desktop

Step 9. You are done to upload files. Go to record’s related tab and check the uploaded files like below image.

upload files from desktop to salesforce

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Have you started using FileZIPO yet? Get this revolutionary application and make your Salesforce file storage effortless and pocket-friendly. Click here to install the latest version of FileZIPO application in your Salesforce instance & explore its complete benefits for you.

For any queries or suggestions, you can contact us at https://filezipo.io/#contact or mail us: support@tech9logy.com. Our File ZIPO Expert will help you get the best out of it.

We appreciate your valuable inputs.

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