Attachments and Files

Attachment is a standard Salesforce object that is used to store files of various types.

Object API Name: Attachment

Salesforce provides the ability to attach content to records in two ways:

  • Attach content to an object through a Files object

    • Each file consists of a record of the Content Document object that represents a document uploaded to Salesforce CRM Content or Salesforce Files and a record of the Content Version object that represents a version of the uploaded document.

    • A user or their organization must have access to Files.

    • If the user has access to an object but no access to the attached content, all content will be in the Notes & Attachments section.

  • Attach content as an Attachment to an object with the enabled transfer of all records to the Files object.

In Salesforce Classic, all documents are saved by default as a record of the Attachment object in the Notes & Attachments section. To save documents as Files:

  1. Go to Setup → Feature Settings → Salesforce Files → General Settings.

  2. Enable the Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments option.

Now, documents are saved as files in the Notes & Attachments section.

Attachments and Files are used to store:

We recommend using the Image Quality setting to downscale the image size because Salesforce has limits for attachments.

  • CLM presentation sources, for example, images, scripts, and styles.

  • photos and signatures of Activity records;

  • attachments to the Chatter feed posts;

  • notes and attachments to the standard and any custom objects.

Downloading Attachments

During the full synchronization, CT Mobile downloads attachments by requesting the CombinedAttachments records for all offline objects.

  • Each CombinedAttachments record contains a file link and file name.

  • These records are stored in the Notes & Attachments section. When a user taps the CombinedAttachment record, the attachment is downloaded.

Do not add the CombinedAttachments object to offline objects.

To upload attachments from the CT Mobile app to Salesforce, launch the fast synchronization.

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