Get Your Files Into Salesforce – 3 Options For SMB’s

Every small and medium business deals with document management.  If they’re organized, they likely have files on some sort of shared file server at the office.  If they’re really organized and collaborative, they’ve moved their documents to a cloud storage solution like Google Drive or Dropbox. If they’re also using Salesforce they’ve likely wondered what is the best way to relate their files to records in Salesforce for best file organization and archiving.  There are many ways to do this however I’m going to highlight 3 realistic ways for SMB’s to get their files in Salesforce along with the corresponding pros and cons to each.

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