To navigate to 'Attach File' in Salesforce Classic 1. Go to any task or events records (either via home tab or via open activities/activity history related list of any record). 2. Click Edit. 3. Scroll down to Attachments related lists, then click Attach File.
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Workaround
- Go to the profile of the user that is doing the upload.
- Scroll down to "Record Type Settings" related list.
- Edit "Content Versions" and add at least one value.
- Also add a "Default Record Type" value.
How to add attachments to Salesforce tasks and events?
Note: This feature applies to Salesforce Classic only. In Lightning, the functionalities are 'Add Files' and 'Upload Files.' If a user has the permissions to add attachments to Tasks and Events, they must edit the task or event in order to display the 'Attach File' button in the Attachments related list.
Can I convert email attachments to Salesforce files in Lightning?
In Lightning regardless of whether the feature is on or off, uploading a document in the Notes and Attachments related list will still result in the document being added as a Salesforce File. This feature will not convert email attachments in the Salesforce Classic UI.
How do I enable the 'files uploaded as Salesforce Files' feature?
Enabling the 'Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments' feature will add any newly uploaded documents from the Notes and Attachments related list in Classic as Salesforce Files. Go to Setup | Customize | Salesforce Files | Settings | General Settings
How do I add Salesforce files to notes & attachments?
To add Salesforce Files, click Add Files in the related list’s menu. In Salesforce Classic, click Upload File in the Files related list. Note In Salesforce Classic, files uploaded to Notes & Attachments are either Salesforce Files or attachments, depending on how your org’s preferences are set.
Why can't I upload files to Salesforce?
Salesforce can't upload file According to Salesforce, files are essentially structured as Content, which has no way to set the Content Version's universal value. So when you can't upload files to Salesforce, most likely it's because the universal field value is required.
How do I enable attachments in Salesforce?
Click General Settings under Settings. The Salesforce Files Settings page opens on the right side of your screen displaying various options. Ensure that the first option in that list, 'Files uploaded to the Attachments related list on records are uploaded as Salesforce Files not as attachments' is not selected.
How do I attach a file in Salesforce?
To navigate to 'Attach File' in Salesforce ClassicGo to any task or events records (either via home tab or via open activities/activity history related list of any record).Click Edit.Scroll down to Attachments related lists, then click Attach File.
Which file format is not supported by Salesforce?
TAR files are not supported in Salesforce.
How do I add a PDF attachment to Salesforce?
Create a Formyoula form with all the elements that you require. Next, create form connections. Click on "Salesforce Record Settings" from the Form connections page. Select the required value from the "PDF Attachments" dropdown.
How do I attach a file to an email in Salesforce?
Attach a file to a Salesforce email template Go to Setup. Click on the name of the email template that you would like to attach a file to. Click the Attach File button. Complete the three steps and click the Done button.
How do I upload files to Salesforce lightning?
0:000:30How to Upload Files in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipWelcome to my guide org. Welcome to my guide in this guide we will learn how to upload files inMoreWelcome to my guide org. Welcome to my guide in this guide we will learn how to upload files in Salesforce lightning. Click on files click on upload files select a file from your system and click open
Can you drag and drop files into Salesforce?
Drag & Drop - File Upload speeds up file uploads on to salesforce org and chatter feeds by use of easy drag and drop. User can collectively select any number of files belonging to various formats and drop them into dashed-outlined area. Upload will begin instantly and files will be associated with the current record.
What types of files can you upload to Salesforce?
All file types are supported, including everything from Microsoft® PowerPoint presentations and Excel spreadsheets, to Adobe® PDFs and image files. You can upload and download audio and video files, but you can't parse or preview them.
What type of attachment can be added in Salesforce email?
HTML links in List Emails (Lightning Experience only) With the list email feature, it's possible to send files as attachments; but the email attachments will always be sent as . html files.
What file types can be previewed in Salesforce?
Preview a File Files can be previewed by the file owner and anyone with access to the file. Only the first 500 pages of very large files are rendered in the preview. You can't preview files larger than 25 MB or 500 pages, unknown file types, password-protected files, and copy-protected PDFs.
Which of the following file extension is supported by Salesforce to import data?
You can easily import external data into Salesforce. Supported data sources include any program that can save data in the comma delimited text format (. csv).