Category Archives: documents
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.
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|
|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|
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
Please let me know if you find any inaccuracies in the table above.