Salesforce offer multiple approaches to help with file management and team collaboration. You can post files to chatter feeds, records, or publish them into libraries. Dynamo support Salesforce Files and Salesforce CRM Content for storing, sharing and managing templates or outcome documents.

Salesforce Files

You can organize and access your files from the Files tab.

  • To share files with other users, you can post files to Chatter feeds.
  • To keep information right where you need, you can add files directly to records, such as Accounts, Opportunities, Leads, and more.

Learn more about Salesforce files

Learn how to manage Dynamo templates using Salesforce Files