Here are the steps to enable Notes and Attachments for Site Users:
- From setup, enter Digital Experiences in the Quick Find box, then select Settings.
- Select Let customer users access notes and attachments.
- Click Save Resolution.
Full Answer
Why are my attachments not showing up in Salesforce files?
AttachmentsAttachments on records aren’t automatically available from Salesforce Files or the Files related list because attachments aren’t actually files. There are options for your admin to convert attachments to Salesforce Files.
Why are my attachments being uploaded as files instead of notes?
There is a specific setting that once enabled, makes sure all attachments added through the Notes and Attachments related list are uploaded as Files instead. Check “Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments”
How do I attach files to a Salesforce record?
To attach files from Salesforce Files, click Add Files in the Files related list. For each file attached to a record via the Files related list, you can quickly leverage all the rich Salesforce Files features.
How do I share a note in Salesforce?
You can even share a note with groups or teammates (5). In Salesforce Classic, creating notes is tied to the Notes & Attachments related list on records or the Chatter publisher on feeds. In Lightning Experience, you can launch a new note from anywhere.
How do I view notes and attachments in Salesforce?
The classic Note and Attachment records have a single polymorphic lookup to the record to which they're attached. You can query them simply: List
How do I view notes in Salesforce?
Only notes taken with Notes appear on the Notes tab. To create standalone notes or manage all your notes, use the Notes tab (available in Lightning Experience and the Salesforce mobile app). Read old notes that were taken with the old note-taking tool from the Notes & Attachments related list on records.
How do I view attachments in Salesforce?
Go to the Salesforce Setup menu and under Customize click Activities | Task Page Layout.Click Edit under the Action next to the Page layout.Click Related Lists and on the right-hand side, you should see the Attachments field.Drag and drop it to the Related list section on the page and save it.
How do I enable notes and attachments in Salesforce?
Go to the UI for my new item, sufficiently sure, no notes and connections related rundown.Go to your page design, track down the connected records. In there you will track down the connected rundown for "Notes and Attachments".Drag that onto the connected rundown part of the page format.You're good to go.
What is notes and attachments in Salesforce?
In Salesforce, Notes and attachments are used to enter some comments or add external documents along with the Salesforce records. Notes in Salesforce provide the functionality to enter some text which are not mentioned in other fields. Attachments on the other hand, are external documents attached to a record.
Is there a Notes object in Salesforce?
With Notes, Salesforce's enhanced note-taking tool, you can use rich text, lists, and images in your notes; relate notes to multiple records; and create notes in Lightning Experience.
How do I view attachments in Salesforce lightning?
Open the Account in Salesforce Classic and you will see the Attachment record which was created in Step 2. Switch over to Lightning Experience and navigate to the Account. The attachment does not appear under the 'Notes & Attachment' related list.
Where are attachments stored in Salesforce?
Files attached to emails and events can be saved in Salesforce as Content documents (Files) or as Attachment objects, the former being the default way. In either case the files are stored in Salesforce under Notes & Attachments of the primary associated object(s).
How do I export notes and attachments in Salesforce?
Export AttachmentsLogin to http://dataloader.io with your login to Salesforce. ... Suppose if you are using Dataloader.io then Click on “New Task” and select “Export” button.Select Attachment object, click Next.Select the List of fields and if any filter want to apply and Query/Click on Next. ... Click “Save & Run”More items...•
Can you report on notes and attachments in Salesforce?
Out-of-the-box Salesforce.com provides no mechanism to report on Notes and Attachments - which may be an impediment to establishing good sales management practices that create the sought after 360 degree view of the client.
How do you turn on notes in lightning?
To create notes in Lightning Experience, you must use the Notes....To set up Notes, enable Notes:From Setup (gear icon), enter Notes Settings in the Quick Find box and select Notes Settings.Make sure Enable Notes is selected.Click Save.
How do I enable an attachment object in Salesforce?
Go to your page layout, find the related lists. In there you will find the related list for "Notes and Attachments". Drag that onto the related list part of the page layout. You're all set.
Old Note-Taking Tool
The Private Checkbox indicates that note is only accessible to the owner and administrators. For administrators to view private notes, they need the “ View All Data ” permission; to edit them, they need the “ Modify All Data ” permission.
Attachment
The Private Checkbox indicates that the attachment is only accessible to the person who created or attached it and to administrators. For administrators to view private attachments, they need the “ View All Data ” permission; to edit them, they need the “ Modify All Data ” permission.
What is a library in Salesforce?
Libraries are a way to organize content and share content with colleagues. You can even create folders within libraries, to better organize your content. Search (3) to find files. Upload new files to Salesforce Files (4) so you can attach them to records and share them with colleagues, groups, or customers.
Is Salesforce Classic supported by Lightning Experience?
Some of the older types of files in Salesforce Classic aren’t fully supported or supported at all in Lightning Experience. If you use any of these features, here are a few things to keep in mind.