What is the difference between Files, Content, Attachments, Knowledge documents?
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I gave up with Cirrus. Their support was woeful. I don't know if it's just my client's configuration or what it is, but here is the situation:
You check Email Message Object in Org settings, so that you can use the lovely new Enhanced Email in Salesforce. With this setting on you get
- No HTML formatting in the email whatsoever - just a jumble of text
- No ability to turn on the Chatter setting in your personal Cirrus settings.
- No ability to save the attachments to the Contact / Account / Lead / Opportunity record directly - they are only ever saved on the Email record.
- No ability to click the link that is generated by Cirrus to go directly to the Email record because a task is actually created by Cirrus and immediately deleted, and it's that Task that is linked, not the Email record.
- Oh, and it also seems to delete the link between the Email record and the Contact record, although I would need much more testing on that - but it happened twice with two different contacts and emails.
You don't have Email Message Object checked in Org settings and you check Save email attachments to Chatter feed on your personal settings. With this setting you get
- No ability for the Org Admin to ensure that ALL attachments are saved to the Chatter feed, it's up to the individual user.
- No in-line images shown in the Task - so not a true record of the Email that was sent
So, not a good situation with either scenario.
Converting Attachments
So they make you convert Attachments to Files so you can see them in Lightning. OMG WHY! Why do you make us do this? Why haven't you just made this a thing out of the box. And there is an Appexchange Labs app, which I'm using, or a Community built App (By Doug Ayers who now works for Salesforce) as the two options to use. And I have to keep running it as Attachments keep showing up.
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