Knowledge

Salesforce Files simplifies document management within Salesforce, offering a central hub for storing, sharing, and collaborating on files. This article will guide you through the necessary steps to prepare the environment and configure Salesforce Files in Magentrix, as well as how to troubleshoot any issues you may encounter....

Enable the 'Query All Files' permission to allow your 'View All Data' users to bypass restrictions on querying files....

The Magentrix package for Salesforce installs new components and attributes. For some features to be enabled, you will need to manually make changes in your Salesforce instance....

A synchronization filter is used to limit the amount of records that are imported into Magentrix depending on the criteria....

In order to better manage the access of your portal users to Magentrix. We have introduced the Magentrix Portal User Options for Salesforce to enable your internal Salesforce users. With this feature, you can manage your portal users through their Salesforce contact without having to log in to Magentrix as an administrator....