Drag & Drop Timeline


Drag & Drop on Objects

Approx. 01/16/2015

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

Tagging of Files

Approx. 01/16/2015

Phase 1 should include some functionality to allow users to tag/flag files with keyword or categories.

Deploy: Pilot Roll Out (1)

Approx. 02/20/2015

Gather Pilot Feedback

Approx. 03/02/2015 - Approx. 03/16/2015

Solicit Feedback and Manage Defects from Initial Pilot(s). Any enhancements should be considered for the next available release.

Drag & Drop in General Location

Approx. 04/20/2015

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.

Deploy SFDC Files Sync?

Approx. 04/20/2015

Enable the native SFDC files sync functionality. Note: This is not in the original BRD.

Enable Chatter?

Approx. 04/20/2015

Enablement of Chatter will introduce the Files Tab to end users; this feature may met all/some of the general drag & drop files requirements.

Deploy Pilot Roll Out (2)

Approx. 05/04/2015

Gather Pilot Feedback

Approx. 05/25/2015 - Approx. 06/05/2015

File Folders

Approx. 06/12/2015

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.

Deploy Pilot Roll Out (3)

Approx. 06/22/2015

Begin Full End User Rollout

Approx. 07/06/2015 - Approx. 08/28/2015

Data Migration

Approx. 09/18/2015

*This should align with SFDC Road map to migrate Notes & Attachments to the standardized Content solution.