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How to add an upload files in an Opportunity Custom Fields & Relationships? Is it possible in SalesForce? I need a way to add a sharepoint document (or content file) in the specific Opportunity Custom Field.

Thanks in advance.

 

 
3 Antworten
  1. 19. Mai 2014, 10:03
    Hi Roberto -

     

    If you are trying through UI, I am afraid you may not be able to add document in Opportunity Object but you can very well use the notes & Attachment related list if you want.

     

    Alternately you can store the URL on Opportunity level if you want but not the file.

     

    Cheers,

     

    Amit
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