About the Workspaces for Salesforce
user interface
Workspaces
for Salesforce
user interfaceWhen you manage files for a record using the
Workspaces
for Salesforce
app, the files are
associated with that record. The files associated with each Salesforce
lead, account, contact,
opportunity, or case record are stored separately. You can upload files and associate them
with a record using the app. After you upload files from a record, you can find the files
only when you access Workspaces
from that record.For example, you can upload files and associate them with Neman Syed's
record by using the
Workspaces
for Salesforce
app from Neman's
record. When you upload files from Neman's record, you can find the files only when you
access Workspaces
from Neman's
record. Menu tabs
Tab | Description |
|---|---|
 | In this tab, you can browse, manage, and organize files and
folders. |
 | In this tab, you can find a list
of the files that you sent. |
 | In this tab, you can see your Workspaces account email
address. |
 | In this tab, you can find help. |
Left and right panes
In the left pane, you can browse, manage, and share files that are
associated with a
Salesforce
record. Use the menu tabs to switch between the work space and sent items.In the right pane, you can see the properties of the files that you
select. You can also manage permissions for sent files from this pane.