How To Add Attachment Field In Salesforce

How To Add Attachment Field In Salesforce

1. Log In to Salesforce: Access your Salesforce account.
2. Go to Object Manager: Click on the "Object Manager" tab.
3. Select the Object: Choose the object where you want to add the attachment field.
4. Click on Fields & Relationships: Navigate to the "Fields & Relationships" section.
5. Click New: Hit the "New" button to create a new field.
6. Select Field Type: Choose "File" or "Attachment" as the field type.
7. Configure Field Details: Enter the field label and other required details.
8. Set Field-Level Security: Adjust visibility settings for different user profiles.
9. Add to Page Layout: Include the new field in the desired page layout.
10. Save Changes: Click "Save" to finalize the addition of the attachment field.