Category Archives: documents

Fixing Word document printing from SalesForce

Some users will have a different configuration in their desktops that will prevent printing a Word document attached to a SalesForce contact.

Below is the typical error when the user attempts to open the attachment and then print:

A solution that worked for one of my users is from this Microsoft link:

A new application window opens when you try to view an Office 2010 document in Internet Explorer 7 or in Internet Explorer 8

This Microsoft page has a convenient button that allows the user to implement the fix with no technical knowledge:

 

Once the fix is applied, all Microsoft Office documents (including Word) will open within the browser and the user can then click on the browser’s Print icon on the upper right corner:

If users prefer to get to the print dialog first, they can click on the down arrow:

If however, this fix doesn’t work, another Microsoft link promises to reverse the change: http://support.microsoft.com/kb/162059

Another item to look for is whether printing from the internet is disabled on the user’s desktop.

This option is seen on the following registry setting: HKEY_CURRENT_USERSoftwarePoliciesMicrosoftInternet ExplorerRestrictions

There should be an entry named “NoPrinting” with value 1, which should be changed to 0.

Advertisements

Types of document storage in SalesForce

Types of document storage in SalesForce:

Feature/ Type CRM Content Files tab Documents tab Notes and Attachments related list Google Docs tab
Can associate with a record Yes, through content types/workspaces /lookup fields No No Yes, mandatory No
File size limit ? 500 Mb/user 100 Mb/file 5 Mb/file 5 Mb/file, 10 Mb/email 1 Gb/file upgradeable
Can be imported through Data Loader Yes No Yes Yes No
Externally accessible through link Allowed Allowed Allowed for images only No Yes
Can see files from other tabs No Yes No No No
Tracks when file is viewed Yes No No No No
Search inside the file Yes Yes Yes No No
View file in web page Yes Yes No No Yes
Mobile access Yes ? No No ?
Can create content packages Yes Yes No No No
Can follow/ be notified of file updates Yes Yes No No No
Private section Only if file is on personal workspace Yes Yes No No
Relation to Chatter Yes Yes No ? No

Pertinent discussions:

What’s the actual difference between the Documents, Content and Files tab?
What is the difference between a Chatter file and a Salesforce CRM Content file?
Viewing and Editing Google Docs, Notes, and Attachments
What is the CRM Content file size limit?
SF App Limits Cheatsheet

Differences between Files, Salesforce CRM Content, Salesforce Knowledge, Documents, and Attachments

Please let me know if you find any inaccuracies in the table above.