Get your files into your Salesforce easily using Drag & Drop!
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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!
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.
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."
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.
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