Salesforce offers two file-handling mechanisms: Files (available in both Lightning Experience and Salesforce Classic) and Attachments (available in Salesforce Classic). The features available depend on which related list and interface you use. This article compares the capabilities of each.
File handling capabilities vary between the Files related list and the Attachments related list in Lightning Experience and Salesforce Classic.
In Lightning Experience, the Files related list supports the following actions, all accessible via the Files Preview page:
Note: The Edit and Delete options within the downward-facing triangle icon on the View All Files page are greyed out by design. These operations must be performed from the Preview page for the respective file.
In Lightning Experience, the Attachments related list supports only:
In Salesforce Classic, the Files related list supports the following actions:
In Salesforce Classic, the Attachments related list supports only:
Differences Between Files, Salesforce CRM Content, Salesforce Knowledge, Documents, and Attachments
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