Adopting Files and Enhanced Notes in Lightning Experience

Adopting Files and Enhanced Notes in Lightning Experience

In Winter ‘18, Salesforce began to phase out the Classic Notes & Attachments related lists in favor of feature-rich Lightning Files and Enhanced Notes. Lightning Files and Enhanced Notes support previews, versioning, external sharing, and are the standard for Lightning Experience. In this session you will learn to enable these features for your users, understand migration options for Classic Notes & Attachments, and explore workarounds to preserve shared files when Accounts, Contacts, and Leads get merged.
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