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Attach a File to a Post or Comment
You can attach all file types to a post or comment. For example, you can attach Microsoft® PowerPoint presentations, Excel spreadsheets, Adobe® PDF files, image files, audio files, and video files.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Group, Essentials, Professional, Enterprise, , Performance, Unlimited, Developer, and Contact Manager Editions |
The maximum file size that you can attach is 2 GB.
When you attach a file, consider these things:
- Only files posted in a private group stay private within that group. Otherwise, when a file is posted to a feed, everyone in your company can see it, even if the file started out as private.
- Attaching a file from a group or library creates a reference to the file. If you update a file in Salesforce CRM Content, the updates are also reflected in the attached file.
- In Lightning Experience, you can attach up to 10 files to a post and one file to a comment.
- When you comment on an update resulting from feed tracking on a file, the Attach File option isn’t available.
- You can post a file from an external data source. From the file selector, choose an external source and navigate through the folders to the file you want to post. A new file reference or copy is created in Salesforce for the corresponding external file. If a file reference exists for the file you select, it is reused.
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For Salesforce Classic: To attach a file to a post, click File
at the top of your feed. To attach a file to a comment, click Attach
File below the comment. For Lightning Experience: To attach a file to a post
or comment, click
the
Attach icon.
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Do one of the following:
- To attach a file that has already been uploaded to Salesforce or that exists in a Files Connect external data source, click Select a file from Salesforce.
- To attach new files from your computer, click Upload a file from your computer.
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Browse for the file you want to attach.
Some file types don’t appear on the Select a File to Attach list. These types include Links, Google docs, documents from the Documents tab, and attachments from the Notes and Attachments related list. For more information about finding files to attach, see Search for Files to Attach to a Chatter Feed.
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Add a post or comment about the file.
If you don’t enter any text, a generic update is posted with your attachment.
- Below the text box, select My Followers to publish the post on your profile. To post to a group, select A Group. Type part of the group’s name in the Search Groups field, and select the group from the dropdown list. You can select only a group where you’re a member.
- Click Share.
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