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Is there any way in Salesforce by which we can convert attachment into a file?
Hi all,
Is there any way in salesforce by which we can convert attachment into a file?
Thanks
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3 Replies
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Hi Ankit
Yes you can do it by enabling setting in the salesforce.
Salesforce has also provided a new preference setting to help facilitate the change over to Files from Notes & Attachments. "Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments" has been introduced to ensure that Attachments added via Notes & Attachments related list are now uploaded as Files moving forward. You can make this change by following the below steps:
1-Click on setup
2-Search "Salesforce Files" in quick find box and click on 'General setting'.
3-Click on edit button.
4-Click on this checkbox 'Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments'.
5-Click on save button.Hope it may helps.
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Hi Ankit,
You want to use the Files related list in Lightning Experience, but you’ve still got legacy attachments on your records. Convert them to files with the new "Magic Mover for Notes And Attachments to Lightning Experience" app from Salesforce Labs!
Hope this may helps you.
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An app developed by Salesforce Lab – Magic Mover for Notes And Attachments to Lightning Experience for achieving the same.
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