Skip to main content
Release Notes

Document V2 Task in Journey

Related products:Salesforce App
  • July 1, 2024
  • 0 replies
  • 1 view

Documents V2 is now available in a Journey, requiring new permissions including access, create, edit, delete, and waive and defer. Users can upload files via browsing or drag-and-drop, update metadata, and see uploaded documents as labeled chips. Future updates will add waive and defer, bulk upload, matching requirements linking, and intelligent document processing in Salesforce.

User Guide Reference: Salesforce User Guide