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Goal: This guide will help make submissions internally on behalf of others Prerequisites: Salesforce user Audience: Salesforce users |
- Click on the Submissions tab and click New
- Complete all required fields and click Save
- By default, you are taken to the submission record that you just created, and on the right side of the page layout you will see a 'Upload File' component
- To upload file(s), select file(s) to upload, a category, and/or description, then click 'Confirm' to upload your file(s)
- To provide an External URL, select a category, enter a URL, and/or description, then click 'Confirm' to upload the URL
