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

Upload Multiple Files from desktop to Salesforce

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.

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