Get your files into your Salesforce easily using Drag & Drop!
Get it on AppExchange today!
Drag & Drop will allow your organization to quickly add multiple files, contents, or attachments (like screenshots of cases, emails from files, PDFs, and more) against any standard or custom object.
Even drag from Google Docs to Salesforce with ease!
Pricing Details
$49.99 USD/company/month
Free trial available for 28 days
Discounts are available for nonprofits.
We offer a 25% discount on annual subscriptions for Nonprofits, Education, Medicine, and Governmental Institutions. PO, Invoice processes, and GSA supported.
How to Set it up?
Once you have installed Cazoomi's Drag, Drop, & Upload into your Salesforce org, head to App Launcher and tap "Drag, Drop, & Upload."
Quickly add a button to your Accounts, Opportunities, Contact, or Lead layout with ease using our 'Generate URL' for any object or custom object button for Drag & Drop.
Choose a default upload method in the "Manage File Upload Settings" or do not create one to use Files and Attachments in your organinization.
Field Help for Default Upload Type:
Files
Attachements
Please enter name or leave blank to allow selection of both values for all users.
Now, tap the "Generate URL" and you will see the choice of object you would like the Drag and Drop app to be applied. In the example below, we will be using the Account Object. After that, tap the "Generate Button URL." Copy the URL.
Go to Object Manager > Account > Buttons, Links, and Actions. Set the label; the Display Type should be "Detailed Page Button." After that, paste the URL under the text box, as seen in the screenshot below, and save it.
Once you have created the custom Button or Link for the Drag & Drop option, go to your desired Object in Salesforce.
In the example below, Account Object is used, so you'll need to go to your Account Page Layout and place it under the "Mobile & Lightning Actions."
If you're a Salesforce admin and want to use Drag & Drop on other objects, including both standard and custom ones, just use the "Generate URL" feature for those objects and follow the same steps.
Using Salesforce Classic?
The process for Classic is nearly identical to the steps for Lightning, with slight differences in the setup navigation:
-
Generate the URL:
- Navigate to the Drag, Drop, and Upload tab (found in your top navigation bar or under the "+" All Tabs icon).
- Go to the Generate URL sub-tab, select your object, and copy the link.
-
Create the Button:
- Go to Setup > Customize (for standard objects) or Create > Objects (for custom objects).
- Select your object and go to Buttons, Links, and Actions.
- Click New Button or Link.
- Set Display Type to "Detail Page Button" and Behavior to "Display in existing window without sidebar or header".
- Paste the generated URL into the formula box and Save.
-
Add to Page Layout:
- Go to the Page Layouts section of your object.
- Drag your new button from the Buttons category in the palette into the Detail Page Buttons area on the record layout.
Upload a single file or more with ease.
Need some help?
Check out the options below for contacting our support team and finding the answers you need to help you with your SyncApps integrations.
Help Center & Email is 24/7 to support@cazoomi.com | Live Chat & Phone is scheduled
FAQs
Check out these Help Desk articles for answers to frequently asked questions.
Comments