Downloadable User Guides
Salesforce Files Sync | Salesforce
Salesforce Files Sync
With Salesforce Files sync, users can sync files between their devices and Salesforce.
Enable Salesforce Files SyncEnable Salesforce Files Sync to allow users to sync files between their devices and Salesforce.Grant Users Access to Salesforce Files SyncAfter enabling Salesforce Files Sync, grant your users access by either creating and assigning a permission set or by granting permission on profiles.Install Salesforce Files SyncThe Salesforce Files Sync client syncs files between user’s computers and Salesforce. Users can also access synced files from Salesforce1.Configure File Upload and Download Security SettingsTo provide more security, control the way some file types are handled during upload and download.Tips and Best Practices for Administering Salesforce Files SyncMonitor Salesforce Files Sync access and usage with the Salesforce Files Sync administrator tools.Regenerate a Content or File PreviewIf content or a file doesn’t have a preview or the preview quality is poor, try to regenerate the preview.
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