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.
Enablement of Chatter will introduce the Files Tab to end users; this feature may met all/some of the general drag & drop files requirements.
Enable the native SFDC files sync functionality. Note: This is not in the original BRD.
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.
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.