Vedhæft filer til en handlingsplan for at reducere overforbruget ved at vedhæfte den samme fil eller forretningssikkerhed flere gange til forskellige opgaver i den samme handlingsplan.
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Tilgængelig i: Lightning Experience
Tilgængelig i: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Government Cloud med Lightning Scheduler, Health Cloud, Manufacturing Cloud, Nonprofit Cloud og Løsninger til den offentlige sektor. Vis tilgængelighed af version.
Brugertilladelser påkrævet
Hvis du vil konfigurere handlingsplaner:
Tilladelsessættet Handlingsplaner
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Standardgrænserne for upload af Salesforce-filer gælder.
Åbn den handlingsplan, som du vil vedhæfte filer til, og klik på fanen Relateret.
Vedhæft dine filer i afsnittet Filer.
Hvis du vil vedhæfte filer fra et lokalt drev, skal du klikke på Upload filer.
Hvis du vil vedhæfte filer fra et delt drev, skal du klikke på Tilføj filer.
Træk en fil fra dit system til slipzonen for filvælgeren.
Bemærk Du kan trække flere filer, men ikke en mappe.
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