Most Salesforce users work with multiple accounts. Every account has its own place for attachments, but sometimes it can be useful to have the same file available for every account. This might come in handy when you quickly need a template for an invoice or presentation.
Nobody likes to ask the marketing or finance department to send you the template for presentations or invoices over and over again. For this exact problem, CaseNine developed the Download Button for the AppExchange. With this button you can add files that are frequently used within the company and make it available on every account.
You can use the Download Button for the layout of invoices, as a user you can immediately download the correct layout. Another option is using the button for branding guidelines or templates for presentations and pitches.
When you download and install the app, it will appear on every account in the same place. You can install this button on any type of record page. The Download Button is not the same as an attachment in Salesforce, these are only available per account.
The Download Button is, regardless of which account you are on, visible on the same place on every account. This means that you do not have to switch between accounts, looking for the correct file. The file under the download button is always easy to find.
Check out the video below to see how to install the app and how the button itself works.
The CaseNine Download Button is now available on the AppExchange