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            Attach Files to Action Plans

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            Attach Files to Action Plans

            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.

            1. Open the action plan to which you want to attach files and click the Related tab.
            2. 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
                Note You can drag multiple files, but not a folder.

            See Also

             
            Wordt geladen
            Salesforce Help | Article