Print this page

How can I attach large files to records?

Knowledge Article Number 000228373
Description Previously users had to attach files to the records as attachments. They had to adhere to smaller file sizes(~ 5 MB due to size limitations). However starting Winter 16, this will no longer be a limitation. You can Add the Files Related List to Page Layouts. The Files related list is an optional related list that you can now add to any of your page layouts for opportunities, accounts, cases, leads, custom objects, and many other objects.

From the Files related list in Lightning Experience, users can upload files to attach to a record while leveraging the rich features and flexibility of Salesforce Files, such as sharing with people and groups, sharing to libraries, and syncing.

Resolution Files uploaded to a related list are visible only to those who can access the record where they reside, but those with access to the record can share it further (unless the file is frozen). When a user uploads a file to a record, it is also listed on the Files page, where more actions are available.

To add the Files related list to an object, edit the page layout for that object in Setup. Click Related Lists, and drag Files to the Related Lists section in the order you want.

promote demote