How should the documentations be shared efficiently securely? - ProProfs Discuss
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How should the documentations be shared efficiently securely? Northern Trai outfitters (NTO) wants the ability to share documents related to an opportunity, such as contracts and proposals, with the field sales team. The NTO currently has a private sharing model.
1. The documents should be uploaded to Salesforce Files and shared with the field sales organization.
2. The documents should be emailed to the sales team on the opportunity record.
3. The documents should be uploaded to Salesforce Files from the opportunity record.
4. The documents should be uploaded to a library that is shared with the field sales organization.

Asked by Rdadaa, Last updated: May 20, 2020

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