Documentation is the lifeblood of almost every business which is why we are going to share our Salesforce Lightning Readiness Check to ensure you don’t lose those critical documents in the transition to lightning.
If you haven’t already check out our previous blog to ensure you are lightning ready.
Currently, Salesforce has no plans to further develop the Document Feature for the Lightning Experience. To work around this, we suggest migrating your documents to Salesforce Files.
Salesforce has mentioned that even though the Documents tab is not available in the Lightning Experience, the existing Document files are still available. In order for this to work, however, you will need to ensure that your documents (such as email templates) are available under Files.
If migration is needed, there are a few options available depending on the use case you have.
If you have a very small set of Documents, you can manually download them and re-upload them back into Salesforce Files.
With larger quantities of files, Salesforce suggests to do the following:
- Export documents in the weekly export. Then upload the documents to Salesforce Files.
- Utilise a Third Party data export tool from the AppExchange, e.g. FileExporter by Salesforce Labs.
- Use an API-based tool (The Chatter REST API supports uploading asset files).
For more details, please see this article from Salesforce here.