Drag and Drop Slide Installation and Configuration

Installation & Configuration Guide

“ Drag N Drop ” Version 1.8.0

Updated June 2016

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Contents

1. Introduction………………………………………………………………………………. 22. Requirements……………………………………………………………………………. 23. Installing “Drag N Drop” for Salesforce……………………………………………….. 24. Drag N Drop Configure & Demo………...……………………………………………...4



1. Introduction

Welcome to “Drag N Drop” for Salesforce. This document will guide you through the quick and easy installation and configuration process to help get your teams use Application’s amazing features.Drag and Drop feature is here to ease the Add Attachment functionality. Now you can add Attachment to any Object in Salesforce by just a click or dragging and dropping it into your Windows’ Browser.

If not interested in reading so much, you can also checkout our Video on Youtube to “Install Drag n Drop Application On Salesforce” Here: If you have any questions regarding these steps, please contact us as [email protected]

2. Drag N Drop Sample Demo

2.1. Adding Drag N Drop Feature to Page Layouts:Once the “Remote Site Setting” automatically configured,success message along with Drag and Drop Wizard for adding Drag and Drop feature for respective Object’s page layouts as shown below will appear:

https://www.youtube.com/watch?v=t3uuLPoBOUM

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Remote Site Setting


Note: This wizard enables you to add this feature for custom objects as well.

For Demo Purpose,Here we have taken Account Object.On selecting Account Object,all the relevant account’s page layout will appear in the layout section.


● After Clicking on “Save” button,below success message on top will appear.


● Now you can navigate to Account Object and select any record to display the record detail page as shown below:You can see in the below screen that a section “Add Document” appears automatically.


2.2. Uploading Attachments: 2.2.1. Uploading one Attachment at a time TYPE: 1 Following the steps from above section,Select “Click here to browse” option in the add

document section,something like below screen appears from where you can directly select the file to

attach in “Notes and Attachments” section. Now click “Open” or simply double click on the file selected.


File automatically gets uploaded which can be seen in the attachment section just below Add Document

TYPE: 2 Another way to upload is to just simply drag the file from the local system and drop it to the “Add Document” Section:


2.2.2. Uploading Multiple Attachments at one time

TYPE:1 Following the steps from above section,Select “Click here to browse” option in the add document section,something like below screen appears from where you can directly select multiple files to attach in “Notes and Attachments” section. Now click “Open” or simply double click on the multiple files selected. Files automatically gets uploaded which can be seen in the attachment section just below Add Document



TYPE: 2 Another way to upload is to just simply drag the files from the local system and drop it to the “Add Document” Section:


2.3. Deleting Multiple Attachments You can easily delete multiple attachment by just few steps:

● Navigate to Record Detail Page and then navigate to Notes and Attachments Section just below the Drag N Drop Section.

● Select the checkboxes adjacent to Notes and Attachment Line Items and then select Delete Multiple Attachment


2.4. Removing Drag N Drop Section from Page Layouts

● In case you want to remove this feature from some page layouts of objects, you can follow again Step: 1 and Step: 2 in 2.1 Section then just click on the button on the right side of slider button placed.

Please note that this button when clicked on Left Side displays”Add Drag & Drop from Page Layouts” and right side includes “Remove Drag & Drop from Page Layouts”.


● Select the Object and its layout from where you want the feature to be removed and select “Delete” Button.


● You can cross check once navigating to the same record,the Add documents section automatically gets disappeared.


Thanks For Reading!!!

Cloud Analogy Softech (P). LtdWeb: www.cloudanalogy.comEmail: [email protected]: cloud.analogyPh: +1 (415) 830-3899


http://www.cloudanalogy.com/

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Drag and Drop Slide Installation and Configuration

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