Universal Containers (UC) is transitioning from Classic to Lightning Experience. What does UC need to do to ensure users have access to its notes and attachments in Lightning Experience?
A.
Manually upload Notes in Lightning Experience.
B.
Manually upload Attachments in Lightning Experience.
C.
Add Notes and Attachments Related Lists to Page Layouts in Lightning Experience.
D.
Migrate Notes and Attachments to Enhanced Notes and Piles using a migration tool.
Process of elimination. You can usually assume there's going to be some kind of AppExchange app that will help with something so common as migrating notes, so A&B, which involve manual uploads are out. C also still sounds manual, so D would be a best guess, even if you didn't know that the Magic Mover app existed. As it happens, if you do happen to remember the 10239484302 apps available in Salesforce, good on you, D is the answer.
D. Migrate Notes and Attachments to Enhanced Notes and Files using a migration tool.
In Lightning Experience, users get a better experience if existing attachments are converted to Salesforce Files and classic notes are converted to enhanced notes. UC can automate this conversion work with the Magic Mover for Notes and Attachments tool. This tool allows admins to convert Attachments to Files and is recommended to be installed and tested in a full copy sandbox before migrating ‘Notes and Attachments’ to 'Enhanced Notes and Files.
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thneeb
Highly Voted 1 year, 4 months agolizbette
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1 year ago