Slaesforce FAQ

can you change related to on attachements in salesforce

by Prof. Junius Legros Published 2 years ago Updated 2 years ago

You can’t able to customize Notes and Attachment related list.If you want then go with Visual page replacing with standard Notes and Attachment related list. You can’t able to create custom fields for Notes and Attachments.

Full Answer

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 add files to a Salesforce activity?

(To enable: Enter Salesforce Files in the 'Quick Find' box, then select General Settings.) Note: The preference doesn't apply to the 'Attachments' related list for Task and Event objects. Files added to the Attachments related list on activities will always be added as attachment records and not Files.

How to use Salesforce authenticator with other accounts?

Use Salesforce Authenticator with Your Other Accounts Register a Built-In Authenticator for Identity Verification Register a U2F Security Key for Identity Verification Verify Your Identity with a TOTP Authenticator App Verify Your Identity with a Temporary Code Troubleshoot Login Issues Reset Your Forgotten Password Reset Your Security Token

What's different in each Salesforce edition?

Salesforce Editions Find Your Edition Controlled Setting Edition: What’s Different or Unavailable in... Salesforce Features and Edition Allocations Data and File Storage Allocations Maps and Location Service Allocations Supported Browsers and Devices, Languages, and Accessibility Standards Supported Browsers and Devices

How do I edit attachments in Salesforce?

Create a Visualforce page (code) and custom Controller (code) that allows the user to upload documents, images, etc. to your new custom attachments object as if it were a standard attachment. Remove the standard attachments related list from the page layout. Add the custom attachments related list to the page layout.

Can we create custom field on attachment Salesforce?

You cannot create any custom fields on Attachment object.

Can you rename notes and attachments in Salesforce?

Greetings to you! There's an idea which is active on the success community with a similar discussion for which you can upvote so that it gets available in the future. However, you can rename related list "Notes and Attachments" through visualforce. I hope it helps you.

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 create an attachment field in Salesforce?

Create an Attachment If your form contains a file upload field, you can attach the uploaded files to most Salesforce objects by creating a dependent Attachment object. Create the parent object for the Attachment object. Click the Add an Object dependent on button, and select the Attachment object from the list.

How attachments are stored in Salesforce?

Attachments in Salesforce Attachments are just blob data storage for an associated ParentId. A ParentId is the 18-character Salesforcer Id of the record that the attachment belongs to.

How do I rename an attachment in Salesforce?

This is where the records to be renamed are located. Navigate to your exported Attachments directory and double-click "Fix. bat". It should rename all the Attachments appropriately.

What is the difference between files and notes and attachments in Salesforce?

Files are more versatile and provide better functionality than attachments. Most of the innovation and enhancements around content management are being applied to Files. Here are some of the benefits: Sharing capabilities: share a file with users, groups, or records without giving 'all attachments' access.

Can you report on attachments in Salesforce?

Currently, it is not possible to report on attachments within Salesforce directly so it has been a challenge in the past to access information about attachments that exists within the Salesforce org. As an organization, you may want to track what types of attachments are being utilized and on which records.

Are notes and attachments going away in Salesforce?

Notes and Attachments for Classic are not going away for at least next 3-4 years. There is no official statement from Salesforce no this though. But it's best you start migrating to Lightning asap.

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