Add Salesforce Files to a Record from the Related List in Lightning Experience

Increase productivity by attaching Salesforce Files to a record, right from the files card. No Chatter? No problem! You can attach Files Connect files and library files too. This change applies to Lightning Experience only.

Previously, to attach a file from Salesforce to your record, you had to post it in the record’s Chatter feed. Now, in Lightning Experience and communities, you can attach Salesforce files to a record as easily as a local file.

Opportunity record with files card

Add an account plan to an account, collaborate on a pitch deck right from the opportunity, or keep warranty information connected to a case. It’s easier than ever to share and track documents right where you want them: on the record!

Unified file selector