How to Attach Files to the Records in Salesforce

In this Salesforce tutorial, we will learn about Attaching files in Salesforce Record Pages and discuss this method of attaching files in both Salesforce i.e., Salesforce Lightning and Salesforce Classic.

Attach Files to the Records in Salesforce

In Salesforce attaching files to records is a better way to organize the information of records and with the help of these attached, we can share information with anyone having access to these records. In these attachments, we can attach files such as MS Office documents, PDFs, images, and videos to most Salesforce records through the Files.

While working as a system administrator for an organization that uses Salesforce as a CRM tool, I was asked to attach some files to record pages of the opportunities and the reason behind that was the sales team that frequently interacts with clients by sharing various documents, such as reports, contracts, and presentations. To organize their sales processes and keep all required information in one place, they decided to attach files to Opportunity records.

I will explain how to attach files to the records with the help of examples and you can follow the same procedure to attach various files and documents to records of accounts, contacts, and campaigns.

Limitations to attaching files in Salesforce

There are some limitations to uploading these attachments to Salesforce records. In Salesforce Classic, the size limit for the attached file is 25 MB while in Salesforce Lightning, the size limit for the attached file is 2GB.

Attach Files to the Records in Salesforce Lightning

To attach Files to the Records in Salesforce Lightning, First login to your Salesforce account and follow the steps below.

Step-1: On the Setup page of Salesforce Lightning, click on the App Launcher (9 dots), and in the dropdown click on View All.

Step-2: As we click on View All, a new window will open displaying a list of applications and from this list select the Sales application.

Step-3: On the Home page of the Sales application, click on the Opportunities tab to access the opportunity records.

Step-4: In the Opportunities tab there will be a list of Opportunity records, Select the record in which you have to attach files. In this case, I have selected the record Edge Emergency Generator to attach files.

Step-5: In the selected record we can see three tabs Details, Activity, and Chatter. Here, click on the Details tab.

Step-6: In the Details tab, scroll down and go to the section Notes & Attachments and click on the button Upload Files.

Step-7: In this step, open the file location and open the file you have to attach to the record. In this example, I have selected a .xlsx file Opportunity specifications to attach to the opportunity record.

Step-8: It will take a while to upload and once the upload is complete click on the done button.

As we click on the Done button, we can see the attached file in the section Notes & Attachments as shown in the picture below.

In this way, we have successfully attached or uploaded files to the records in Salesforce Lightning.

Attach Files to the Records in Salesforce Classic

To Attach Files to the Records in Salesforce Classic, login to your Salesforce account and follow the steps below.

Step-1: On the Home page of Salesforce Classic, click on the Opportunities tab.

Step-2: In this step, select the opportunity record to which you have to attach files. In this case, I have selected the opportunity record name Elektron Technologies to attach files to it.

Step-3: In the selected record, scroll down and go to the section Notes & Attachments and click on the button Attach File.

Step-4: In this step, click on the Choose File button under the heading Select the File.

Step-5: As we click on the button Choose File, it will open the browser, and from here open the file location. In this case, I have selected the file name Elektron Technologies Timeline. After selecting the file, click on the Open button.

Step-6: In this step, click on the button Attach file and when the upload is complete the file information will appear below. Once the file has been uploaded click on the Done button as shown in the picture below.

As we click on the Done button, the file will be attached to the opportunity Records and we can see the attached file in the Notes & Attachments section.

Now with this step, we have successfully attached a file to record in Salesforce Classic.

Conclusion

In this Salesforce tutorial, we have learned about attaching files to the records in Salesforce Lightning and Salesforce Classic, and with the help of the steps above we have successfully attached files to the Opportunity records in Salesforce Lightning and Classic. We better understood the need to attach files to records with the help of the scenario explained above.

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