Slaesforce FAQ

can you upload photos to task in salesforce

by Easter Stracke II Published 2 years ago Updated 2 years ago
image

A very common requirement we come across is uploading image/photo through vf pages. While doing this task we need to keep in mind that we can't directly display the image in visualforce page in salesforce. It should be stored at someplace- There are 3 places where we can store our images

Full Answer

Can you add an attachment to a task in Salesforce?

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. The 'Attach File' button does not display in the Attachments related list when only viewing a task or event.

How do I attach a file to a Salesforce lightning task?

In Lightning Experience you cannot attach a file to an Activity (Event or Task) when you are creating one within an object. Instead, you have to the go to Calendar (for Events) or Task tab, locate the appropriate activity, then attach the relevant file(s).

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.

Can you upload file to Salesforce?

You can also add files to Salesforce by: Attaching a file to a Chatter post. Uploading files to Salesforce CRM Content private and shared libraries.

How do I upload an attachment to Salesforce?

Type Salesforce Files in the Quick Find box, select General Settings, and then click Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments. When the preference is enabled, the Notes & Attachments related list displays the Upload Files button.

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 upload an image to Salesforce?

Upload an ImageNavigate to Marketing | Content | Files.Click + Add File.Enter a descriptive file name for internal use, and fill in the other fields.Click Choose File, and select the image you want to upload.Click Upload file.

How do I add an image to a library in Salesforce?

To add a custom library image, from Files Home, click the dropdown to the right of a library, and choose Edit Library Details. Click Upload Image under Library Image. For best results, choose an image in a 16:9 aspect ratio (for example, 480 pixels by 270 pixels).

Which file format is not supported in Salesforce?

​TAR files are not supported in Salesforce.

How do I create an attachment object in Salesforce?

0:439:02How to Customize Salesforce "Attachments" - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo I'm going to show you how to do that real quick. So first we're going to do is we're going toMoreSo I'm going to show you how to do that real quick. So first we're going to do is we're going to create a custom object. And we're going to actually enable that object for attachments.

How are attachments stored in Salesforce?

Attachments appear in the Notes & Attachments Related List. Salesforce Files use ContentVersion records which are then associated with a parent record. Files appear in the Files Related List on the parent record. If you would like to use Attachments, you can continue reading this help document!

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