Go to Setup | Platform Tools Section | Feature Settings | Salesforce Files | General Settings Click Edit and then select Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments. Resolution Notes:
Full Answer
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.
How do I add Salesforce files to lightning experience?
In Lightning Experience, drag files directly onto the Files related list or click Upload Files. To add Salesforce Files, click Add Files in the related list’s menu. In Salesforce Classic, click Upload File in the Files related list.
What is document attachments in Salesforce?
Attach files to records for a powerful way to collaborate and stay organized in Salesforce. Keep information on an opportunity, account, or case right where you need it. Share relevant documents with anyone with access to the record. Available in: Salesforce Classic ( not available in all orgs ) and Lightning Experience
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.
Can you attach a file in Salesforce?
You can attach files—such as Microsoft® Office documents, Adobe® PDFs, images, and videos—to most Salesforce records through the Files related list. Note If you don't see the Files related list on a record, ask your admin to add it to the page layout for that record type.
How do I add an attachment to a Salesforce file?
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.
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 share an attachment in Salesforce?
Enter the name of the person who you want to share the file with, and then select a file by clicking its name. Choose the file permission you want your audience to have. By default, they have collaborator permission, which lets them view, download, share, change permission, edit the file, and upload new versions.
What is the difference between files and attachments in Salesforce?
Files need to upload, store, find, follow, share, and collaborate on Salesforce files in the cloud. Attach files to records from the Attachments related list on selected detail pages. We can upload a file and store it privately until you're ready to share it. We can share the files with groups, users, etc.
How do I attach a file to a Salesforce Knowledge article?
Drag and drop 'Related Lists' from pane on the right and into the layout. Save. Reload the article and the Related Lists - Files should be there now. If you've set the permissions correctly, you should be able to upload the file while editing.
How do I add an attachment to an apex file in Salesforce?
0:2014:00File attachment using Apex - YouTubeYouTubeStart of suggested clipEnd of suggested clipCreate a text file which is a very basic file which has something called this is a test data right.MoreCreate a text file which is a very basic file which has something called this is a test data right. And then we will attach that file to the content version in form of a blob.
How do I upload files to lightning component?
Upload Multiple Files in Lightning ComponentCreate Apex class which will save record in record as attachement.Create Lightning Component to upload documents.Add above created component in page to test it.