Files, Attachments, & Notes logo
0.0(0 reviews)
Software Status:Active
Free tier
Web
Redmond, Washington, United States
Email
All countries

About Files, Attachments, & Notes

Files, Attachments, & Notes is a Salesforce Lightning component developed by Astrea IT Services that allows users to view and manage files, attachments, and notes from child records directly on a parent record's detail page.

Files, Attachments, & Notes Details

Vendor
Astrea IT Services
Year Launched
Location
Redmond, Washington, United States
Deployment
cloud, web browser
Training Options
documentation, videos, demo, community
Countries Served
All countries
Languages
English, Spanish, French, German, Italian, Portuguese, Dutch, Russian, Japanese, Chinese, Korean.
Users
Salesforce Administrators, Salesforce Developers, Sales Representatives, Customer Support Agents, Account Managers
Industries Served
Information Technology, Sales and Marketing, Customer Service
Tags
data-management, productivity, document-management, data-visibility, file-sharing, salesforce

Files, Attachments, & Notes's In-App Market Place

Does Files, Attachments, & Notes have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

17

Mini Apps

1. Box for Outlook: Connect your Box account to Outlook to easily share and access files

attachments

and notes within your emails.

2. Dropbox for Outlook: Integration with Dropbox allows you to access and share files

attachments

and notes directly from your emails.

3. OneDrive for Business: Use OneDrive to store

share

and collaborate on files

attachments

and notes seamlessly within Microsoft Outlook.

4. Google Drive for Outlook: Access and share files

attachments

and notes from your Google Drive directly within your Outlook emails.

5. Attach2cloud: Allows you to save email attachments to cloud storage services like Dropbox

OneDrive

and Google Drive with just a few clicks.

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

Usd ($), Eur (€), Gbp (£), Jpy (¥), Aud (A$), Cad (C$), Chf (Fr), Cny (元), Sek (kr), Inr (₹), Rub (₽), Try (₺), Zar (R), Mxn ($), Sgd (S$)

Pros & Cons

  • Provides a centralized view of child record files and notes on parent records.
  • Supports both standard and custom Salesforce objects.
  • Enables drag-and-drop file uploads and note creation within Lightning.
  • Highly configurable interface allows administrators to tailor the component to specific user needs.
  • Available as a native Salesforce application.
  • Functionality is strictly limited to the Salesforce ecosystem.
  • Requires specific Salesforce setup configurations, such as enabling Notes Settings, before installation.
  • Does not offer advanced document management features like version control or external cloud storage synchronization.

Files, Attachments, & Notes's Support Options

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