Attach files to an action plan to reduce the overhead of attaching the same file or
business collateral multiple times to various tasks of the same action plan.
Required Editions
Available in: Lightning Experience
Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial
Services Cloud, Government Cloud with Lightning Scheduler, Health Cloud, Manufacturing Cloud,
Nonprofit Cloud, and Public Sector Solutions. View edition
availability.
User Permissions Needed
To configure Action Plans:
Action Plans permission set
OR
Modify All Data
The standard Salesforce file upload limits are applicable.
Open the action plan to which you want to attach files and click the
Related tab.
In the Files section, attach your files.
To attach files from a local drive, click Upload Files.
To attach files from a shared drive, click Add Files.
Drag a file from your system into the file selector drop zone.
Note You can drag
multiple files, but not a folder.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
