Monday, March 30, 2015

SalesForce.com: Difference between File and Attachment in SalesForce “Notes and Attachments”

Notes and Attachments is a standard object in SalesForce that is used to link notes and file attachments to various SalesForce standard and custom objects.

Notes are added with type “Note” and File attachments are added with type “Attachment”.

However, if you find a third type there as “File” with no actual attachment but with option to preview/download the document and wondering what that is and where it came from – That is a chatter file uploaded to the object.


Steps to upload a chatter file and link to an object – Click on the record to which a chatter file needs to be attached. You will see the below option at the top of record page.


Click on File and upload the file. These files are the ones that gets displayed in “Notes and Attachments” as records with Type “File”.

Written by Prabha Krishnamurthy

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Anonymous said...

My issue of attaching files via Chatter is that it shows only under the object/record your chatter is, meaning if I upload the file under Task, it only shows under Task but not under the Account the Task is opened for.
If we use Attach function, it also show at parent object/record (Account in the example above).
Do you agree, or there is a way to see at higher object/record?

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