Notifications

Good job! You’re all caught up

Join challenges and check your notification settings if you don’t receive notifications. We’re actively adding new notifications. Read our blog post for more info

Notifications
TOSCA Editor - Web Application Wireframe Challenge (1)
Dismiss notification
Earlier Dismiss All
You have no more notifications

May 30, 2014 Customizing Salesforce Attachments

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.


Topcoder Admin


categories & Tags


UNLEASH THE GIG ECONOMY. START A PROJECT OR TALK TO SALES
Close

Sign up for the Topcoder Monthly Customer Newsletter

Thank you

Your information has been successfully received

You will be redirected in 10 seconds