In this session let's talk about attachments attachments.
We know it is one of the options that is available to us to maintain content and sets forth the first
and the simplest option.
Attachment Basically we use attachments whenever we want to attach files to records.
And how do we do that from the records.
A related list.
So if we go to the detail page of any record there we'll have a related list notes and attachments and
using that we can attach files to records.
And here as it says it supports all file types and the file attachments can be a maximum offer 25 m
b and the FT attachments can be a maximum of two GV size.
So basically I catchments is a very powerful way to collaborate and to stay organized with all of general
files that are attached to records and how do we do that.
Go to your developer org.
Go to any object let me say opportunities go to any district clerk and hear in their detail page check
for notes and attachments.
You do not see a related list right.
Yes.
So if you do not see a related list Karl does not send attachments.
What we need to do is go to the page layout add notes and attachments from the related list.
So you see notes and attachments first drag and drop it in the layout save
and now Morten attachments are available in the base layout of that particular object.
So using this related list we can attach files to the specific card to attach a file to this record.
Click on attach file button so here it shows you three steps.
First is to see a file then attach your fi.
And once you are done attaching all the necessary files click done so first choose your file so click
on the choose file button.
Attach all the documents that you need to attach
and then attach to fly.
So the first document is attached no
The next document is attached.
So basically whenever you want to attach multiple files you have to select basically all the files individually
and then upload it.
And finally when you attach all the necessary files click done so basically had to be attached to three
documents and we're able to see all the three documents here.
So one is a text file.
That is a primitive document.
The other is a PPD.
So basically in all as we see here we can attach a different file types here so each can be your Microsoft
Office documents or it can be or it'll be PDX or images our videos.
So all these file types we can attach notes and attachments and that this process that we use to for
attaching files here to that I got this we did it manually alternatively you can also use a data order
to upload files to records like this.
By that way you can basically upload multiple and bulk documents to records and eventually you access
the zip.
If you go to the notes and attachments you always see those are the respective documents attached and
you can access them.
So this is how all the legacy notes and attachments work how we use a related list and how we attach
records to how we identified store records.
But later on in 2017 and 2018 Salesforce upgraded this concept in multiple releases and now we have
a new concept that is called us files.
So how do we have access files Goldblatt added layout and here go to the related list.
And here you see files our batch files do the layout save the layout
and here you see files.
So here you can use the upload files and you can upload files to attach to the record and it is highly
recommended that we use this files a related list and use the upload files button to attach files to
records.
So Salesforce does not recommend using the legacy notes and attachments related list to create new notes
and files.
Rather they recommend using files files related list to upload new files and attach it to record.
This is the beauty of Salesforce right.
They do not stand still.
They keep upgrading themselves.
Salesforce becomes better and better each and every day.
So this is one example.
Previously we had an alternate catchments and now they have upgraded to even more better concept called
us files and you can use these apps upload files back and upload files here and all the files that you
upload here it will automatically become Salesforce files then if you ask me why does notes and attachments
that a letter list is still here.
You can use that you can use notes attachment to X as you have previously attached notes and attachments.
But for creating new ones go for files in fact.
This is also one of the one off your job responsibilities as a senior admin as a senior admin.
You should keep educating yourselves that the latest features in Salesforce and you should also educate
your team about the latest versions tools and techniques that are introduced in Salesforce.