Take Files │Document Management

by IZEI Consulting GroupSalesforceFree

Organize, classify, search, and require files within Salesforce records.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGFree
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACE
Take Files │Document Management — screenshot from the Salesforce AppExchange listing

What it does

Take Files organizes files within a Salesforce object and lets each file be classified by name and type. It provides file visibility and search, and supports validation rules that require a file to be loaded before a process continues.

Key capabilities

from the Salesforce AppExchange listing

Object file organization

Organizes files within a Salesforce object.

File classification

Classifies each file by name and type.

File validation rules

Supports rules requiring a file to be loaded before a process continues.

How it compares

Take Files organizes and classifies files within a Salesforce object and can require a file before a process continues. Files Plus focuses on searching, grouping, sorting, previewing, downloading, and uploading files and attachments. M-Files for Salesforce focuses on document-based workflows and finding information related to customers and prospects.

NamePricingDeploymentUpdated
Take Files │Document Managementthis pluginFreeCloud
Files PlusPaidCloud
M-Files for Salesforce - Delivering Content and Intelligent AutomationPaidCloud

In the catalog

206 plugins in Salesforce Platform · Documents and content

Price distribution: 42 free, 19 freemium, 145 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free

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What the vendor says

«Organize files in an orderly manner within a Salesforce object with a component that allows you to classify each file with a name and type, also quickly find what you are looking for and make validation rules by having the necessary file. Fast visibility of files within an object Classify each file with a name and …»

Official marketplace listing

Publisher
IZEI Consulting Group
Updated on marketplace
Facts verified