Phase 1 should include the ability to Drag & Drop one or more records onto a record detail page. View, Edit, Search, etc. req. are still required for the object level. All Objects in the BRD are requested.
- ASSUMPTION: Notes & Attachments will remain (TBD if we will restrict new); no data migration
Phase 1 should include some functionality to allow users to tag/flag files with keyword or categories.
Solicit Feedback and Manage Defects from Initial Pilot(s). Any enhancements should be considered for the next available release.
Phase 2 should extend drag & drop functionality to a general location where users will have team folders. Sharing/Visibility, View, Edit, Search, etc. req. are still required.
Enable the native SFDC files sync functionality. Note: This is not in the original BRD.
Enablement of Chatter will introduce the Files Tab to end users; this feature may met all/some of the general drag & drop files requirements.
Phase 3 will introduce a file folder structure; this phase will be based on the SFDC Roadmap. A future phase may be required depending on what is released by SFDC.
*This should align with SFDC Road map to migrate Notes & Attachments to the standardized Content solution.