From setup, enter Digital Experiences in the Quick Find box, then select Settings Select Let customer users access notes and attachments Click Save Resolution
How to add attachments in Salesforce classic?
The newly added attachment appears under the 'Notes & Attachments' related list in Salesforce Classic. Convert the Lead by creating a new Account, or add to an existing Account Open the Account in Salesforce Classic and you will see the Attachment record which was created in Step 2.
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
Why are my files not roll-up in Salesforce?
Files added via the 'Upload Files' button in the 'Files' related list will also not roll-up (the same is true for Files added via the 'Notes & Attachments' related lists in orgs with the setting 'Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments' is enabled).
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 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 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 Salesforce attachments stored?
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).
Can you search attachments in Salesforce?
In Salesforce Classic, you can also search for files using the Files search: Optionally, on the Files tab click a filter on the sidebar to restrict your search to a specific set of files. Enter your terms in the Search field. You can search by file name, description, owner, type, or content.
How do I find files in Salesforce?
To find specific documents, use the Find Document button on the documents home page.Click the Documents tab.Enter your search terms. Salesforce searches the following fields: ... Click Find Document. ... To go to the detail page for a document, select the document or click View.
What is the difference between attachments and files 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 view all files in Salesforce?
Steps to enable the permission for users:Set Up > Permission Set > New.Enter in the preferred details.Click Save.Click App Permissions.Click Edit,Navigate to "Query All Files".Check the "Query All Files" checkbox.Click Save.More items...
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.
What object are files stored in Salesforce?
Files that you upload to the Notes & Attachments related list on records in Salesforce Classic are now called Salesforce Files objects. Salesforce uses three objects: content document, content version, and content document link to store files data.
Where are email attachments stored in Salesforce?
If Salesforce Admin enables "Save Email-to-Case attachments as Salesforce Files" from Setup | Email-to-Case Settings, then the email attachments are stored as Files and are displayed in the 'Files' related list on the Case record.
How files are stored in Salesforce?
To connect “Files” and “Notes and Attachments”, go to the Salesforce Files General Settings, and turn on “Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments.” This ensures that even when users upload files via the old Notes and Attachments related list in ...
Where is the Documents tab in Salesforce lightning?
The Documents tab isn't available in Lightning Experience, but your document files aren't going away. In fact, some features continue to rely on files in your Documents tab, like email templates. Don't delete these documents.