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Customizing Salesforce Attachments

By wwwtc In Help Articles

Posted May 30th, 2014

The title may be a little deceiving as you can’t really customize standard Salesforce Attachments but I’ll show you how you can pull off some declarative and coding magic to make it look like you can.

Custom-Salesforce-Attachments

How do we do this? Well, the video walks through the entire process but in a nutshell here’s what we do:

1. Create a new custom object with attachments that will replace the standard attachments related list on the page layout.

2. Create a Visualforce page (code) and custom Controller (code) that allows the user to upload documents, images, etc. to your new custom attachments object as if it were a standard attachment.

3. Remove the standard attachments related list from the page layout.

4. Add the custom attachments related list to the page layout.

5. Replace the “New” button on the custom attachments related list with an “Add Attachment” button that opens the new Visualforce page.

This approach may not fit everyone’s org but at least it’s an option if you want to be able to customize attachments and would rather avoid using Content or Documents or Chatter Files for something simple.

Tags: Salesforce