Documents are at the heart of any business process. These are the records that define the future and progress. Therefore, efficient document management in Salesforce is critical to ensure smooth operation and improve your business continuity.
As a result, it’s ideal to implement document management best practices that play a pivotal role in ensuring intelligent organization, easy accessibility, and strong security of the documents.
Read more https://www.xfilespro.com/how-to-implement-best-practices-for-document-management-in-salesforce/