Why You Should Add the Files Related List to Your Page Layouts

In the near future, you’ll no longer be able to use the Notes & Attachments related list to attach files to records in Lightning Experience. You will need to use the Files related list instead. Add it to your page layouts now so your users can attach files without missing a beat. Bonus: the Files related list lets you attach files already in Salesforce. This change applies to Lightning Experience only.
What’s changing?
After Winter ’18, the Notes & Attachments related list will no longer have an Upload File button.
What can I do about it?
Add the Files related list to your record page layouts if it’s not already added. For instructions, see Add the Files Related List to Page Layouts. Then, use the Files related list to attach files to records. The Files related list now lets you not only upload files, but attach files you already have stored in Salesforce, including files in Libraries and files from external Files Connect sources.
What about existing files in the Notes & Attachments list?
They remain intact. You can’t move them, but if they’re Salesforce Files (not attachments) you can add them to the Files related list on the same record.
How can I tell if the Files related list is already added to my record page layouts?
Here are two ways to tell:
  • Go to a record, such as an account. Does it have a card that looks like this?

    Files Related Card

    If so, then that record’s object already has the Files related list added to its page layout. Check all object page layouts in your org, such as opportunities, leads, accounts, groups, people, and contacts. If you’ve defined record types for an object, be sure to check those layouts as well.
  • Follow Steps 1–4 in Add the Files Related List to Page Layouts for each object (such as account) you want to check. If the Files related list isn’t already on the page layout, drag it on.