RIP Notes & Attachments, Say Hello to Files.

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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.



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 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!

18 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:
    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.



    Im not seeing the option to put in a Google Link on the Files related list. Is there an app or configuration for that?

  4. Does anyone know when this is taking place? It’s been on our list of “things to do” and keeps getting pushed back due to business needs. We still use Classic and haven’t committed to go to Lightning yet. So will this affect Classic too?

  5. Hi,

    we have a Email to Case functionality in my org.Attachments coming from emails are not converting to files in Lightning.Is there any workaround for this?Please suggest.

  6. We were using the attachments for a customization which later we switched to files but one thing I am curious is the new file shows up in both notes& attachments as well as files. Any idea about why this shows up in both places. Checked in both classic and lightning its same in both.

  7. Does anyone know a way to report on “Case with Files”, possibly even show some file information (created date, name)?

  8. Hello All,
    If you want to download all the attachments for certain records, I came across the newly developed app in AppExchange where you can download almost any Attachment or File under one or multiple records all at once. The App also support download of Static Resource & Documents too.

    Please have a look on:

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