How to add files to salesforce menu

To attach files from Salesforce Files, click Add Files in the Files related list. For each file attached to a record via the Files related list, you can quickly leverage all the rich Salesforce Files features. For example, upload a new version of the file, edit the file’s details, or share the file with people, … Read more

How to add files to salesforce cms content

Required Editions and User Permissions In the Salesforce CMS app, open the workspace. Click Add Content. Select the content type. For more information on content types, see CMS Content Types. Then click Create. Click Create Content and fill in the fields. Click Save Draft when finished. Saving your content as a draft adds it to… … Read more

How to add files to salesforce

To attach files to records: In Lightning Experience, drag files directly onto the Files related list or click Upload Files. To add Salesforce Files,… In Salesforce Classic, click Upload File in the Files related list. More … To upload files to a library, select the library and then click Add Files. Files you upload to … Read more

How to add files tab in salesforce

The Files related list also opens the door to all of the files in Salesforce Files that you have access to, including files in libraries and external repositories like Google Drive or Box. To attach files from Salesforce Files, click Add Files in the Files related list. homepage-view all tabs(end of the right hand side) … Read more

How to add fields to report in salesforce

The following steps help you add missing fields to your report: From Setup, enter Report Types in the Quick Find box, then select Report Types. Click the name of the Report Type you’re using. From the ‘Fields Available for Reports’ section, click Edit Layout. Drag and drop the missing fields from the Not in Page … Read more