Universal Cloner - Clone related records with documents
Clone Salesforce records and related data across up to five relationship levels, including files, notes, owners, and preset field values.
Appohm Technologies Pvt. Ltd.Freemium
Files, Attachments & Notes
by Astrea IT Services Pvt LtdSalesforceFree
Displays child-record files, attachments, and notes in Salesforce Platform, with note creation in Lightning.
PRICINGFree
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACE
What it does
Displays Salesforce files, attachments, and notes associated with records beneath a parent record. It also supports creating notes in Lightning for standard and custom objects, including Account, Case, Contact, Contract, EmailMessage, Event, Lead, Opportunity, Quotes, and Task.
Key capabilities
from the Salesforce AppExchange listingChild file display
Shows Salesforce files associated with records beneath a parent record.
Child attachment display
Shows attachments associated with records beneath a parent record.
Child note display
Shows notes associated with records beneath a parent record.
Lightning note creation
Supports creating notes in the Lightning environment.
Object coverage
Works with Account, Case, Contact, Contract, EmailMessage, Event, Lead, Opportunity, Quotes, Task, and custom objects.
How it compares
Sticky Notes for Salesforce manages notes from a single page, including creation, viewing, editing, deletion, and drag-and-drop movement. Files, Attachments & Notes instead displays files, attachments, and notes from child records and supports note creation in Lightning. Cloudy Apps for Salesforce includes attachment and file reports and a rollup, whereas Files, Attachments & Notes displays those items from child records.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Free | Cloud | |
| Sticky Notes for Salesforce | Free | Cloud | |
| Cloudy Apps for Salesforce | Paid | Cloud |
In the catalog
642 plugins in Salesforce Platform · Documents and content
Price distribution: 308 free, 63 freemium, 271 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free
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What the vendor says
«By using this component users can see Salesforce files, attachment & notes belonging to child records under the parent record like in the Salesforce Classic. User can also create notes in lightning environment and this component will work for objects Account, Contact, Opportunity, Case, Task, Event, Lead, Contract …»
Official marketplace listing
Marketplace
Publisher
Astrea IT Services Pvt Ltd
Updated on marketplace
Facts verified