RIP Notes & Attachments, Say Hello to Files.

Files were first introduced in the Winter 16′ Release, when Spring ’17 was announced it was noted that Notes & Attachments will be somehow obsolete, and that Files would be the thing of the future.

Why?

Files were brought in as a powerful way to manage documents in salesforce. Other options such as attachments and documents were not as flexible and needed to evolve with the times,

Files are the future, and the future is here. Files are more versatile and provide better functionality than attachments. Most of the innovation and enhancements around content management are being applied to Files.

The Benefits

-Sharing capabilities: share a file with users, groups, or records without giving ‘all attachments’ access

– Size: up to 2GB, other options goes from 20K to 2GB in dependence of API used

– Version Control

– Optimised for Lightning

– Share with multiple records and users

– Collaboration via chatter feed

– Preview and options:

 

Get Started with Files

Whether you’re working in Salesforce Classic or Lightning Experience, the Files related list is the way forward for attaching files to records and groups. If you don’t see the Files related list on a record, just add it to the page layout for that record type. In Lightning Experience the Files related list will display attachments too.

We have previously covered some great apps available, and for free thanks to Salesforce Labs: a program that lets salesforce.com engineers, professional services staff and other employees share AppExchange apps they’ve created with us, like the Agile Accelerator or the recent Trailhead Tracker.

So within the concept of ‘Files are the future’ I just came across this awesome listing in the AppExchange freely available to aid your migration to Lightning: Magic Mover for Notes And Attachments to Lightning Experience.

Installing this app you can do bulk conversions of attachments to Files, even allows you to convert your attachments to files in batches based upon the record type they are associated with. Thank you Salesforce Labs!

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12 thoughts on “RIP Notes & Attachments, Say Hello to Files.

    1. I’m also interested on the impact of this on Google Docs integration. I realize that SFDC will most like suggest Quip as a solution but that’s not a solve for what I need right now.

  1. Just want to mention that Doug Ayers has also built a couple of really good apps for transferring Notes & Attachments to the new Files and Enhanced notes. I used his app for moving approx 7000 files and it was easy and accurate. Here are links:
    Attachments to Files: https://douglascayers.com/2015/10/10/salesforce-convert-attachments-to-chatter-files/
    Notes to Enhanced Notes: https://douglascayers.com/2017/05/08/convert-notes-to-enhanced-notes/

    If you’re going to Dreamforce, Doug will be presenting his apps…be sure to check it out! Tell him Deb from CLF sent you!

    1. I have the same issue with Professional Edition, I’ve not found a way around it so have had to leave the ‘Notes and Attachments’ related list visible for now (and it’s impeding the move to Lightning…) If anyone has a solution please let me know!

  2. Hi Ben! Out of curiosity, do you know if Salesforce has any plans to make the Files related list automatically display attachments in email-to-case.

    Right now we are using the attachments related list on Case because when submitted via web-to-case, any email attachments automatically show there.

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