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To attach a file, go to the particular record of the object to which you want to attach the file and click the custom link button for attaching a file

  • Make sure you have already created the custom link Button for attaching and added it to the Layout of the Salesforce object, to which you want to attach file files

  • Search for the particular object to which you want to attach the file.

  • Click on the respective link for attaching in the custom links section, this will take you to the attached page.

  • Select the storage server profile.

  • Use the “Upload” button to select the file you want to upload. Enter the comment for the attachment (Optional) Click on “Attach”.

  • Click on the “Upload” button again if you wish to upload more files.

  • Click on the “Done” button it will redirect you to the record page of the Salesforce instance.

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