Salesforce: Files vs CRM Content vs Knowledge vs Documents vs Attachments
Choosing the right file or document management system on- (or off-) platform can be a difficult decision, and one of those things that’s difficult to change once implemented so it’s important to make the right choice up front. Salesforce.com has a number of content and document solutions (and more on the way) and the options when given a set of decision points aren’t always clear. To this end I’ve created a matrix comparing the on-platform systems which should make that decision easier. It’s based on the official documentation but add in a few other key decision points (please don’t sue me Salesforce, I’m just a lowly a certified technical architect!). If I’ve got anything wrong, or left something out please let me know.