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carmilyn.c martin Document to Lightning
Hello,
We are now moving to lightning and in Classic, we created multiple Document Folder since that is how we are giving access to the documents by giving access to doc folder. Now that we are looking at Salesforce Lightning and enabled Files Tab here are our observations:
1. Files Tab is only visible to Admins
2. I uploaded a file from Files Tab and when I try to share it using I am getting an error "Can't share file with some selected people. Please remove them and try again. in salesforce"
I was under the impression that with files, you can also create folders and share it via files folder. How can we transfer all our documents to Files and store group of documents to folders and share the folder per group. Is there a way to do that in Lightning?
We are now moving to lightning and in Classic, we created multiple Document Folder since that is how we are giving access to the documents by giving access to doc folder. Now that we are looking at Salesforce Lightning and enabled Files Tab here are our observations:
1. Files Tab is only visible to Admins
2. I uploaded a file from Files Tab and when I try to share it using I am getting an error "Can't share file with some selected people. Please remove them and try again. in salesforce"
I was under the impression that with files, you can also create folders and share it via files folder. How can we transfer all our documents to Files and store group of documents to folders and share the folder per group. Is there a way to do that in Lightning?
Check below permissions to share file in lightning.
https://help.salesforce.com/s/articleView?id=000383977&type=1
https://help.salesforce.com/s/articleView?id=sf.collab_files_sharing_people_lex.htm&type=5
Please mark as Best Answer if above information was helpful.
Thanks,