I have a custom object that links to Accounts, has a few text fields, and one rich text field. I have a tedious way of adding a PDF or other file attachments by using the Notes&Attachments related list.
Are there any workarounds for attaching a PDF direclty into a Rich Text field (or into a different field on the page), or with one click or drag right into a custom object New/Create page? I think Evrnote got this concept perfect, but I was hoping there's a way to do this in SalesForce as well.
Thanks!
1 risposta
There are several mechanisms that allow you to upload files into SFDC. Rich Text Area is not the proper place where you should store these (I don't think its even possible either).
Attachments
Attachments are linked directly to a SOBject via the ID of the record. (Attachment.ParentId) and show as a related list at the bottom of the Detail Record.
Attachments are limited to 5MB of data per file.
http://www.salesforce.com/us/developer/docs/api/Content/sforce_api_objects_attachment.htm
Documents
Documents show up in Documents tab. They have a limit of 10MB. They are not directly linked to Records but can be filed in folders
http://www.salesforce.com/us/developer/docs/api/Content/sforce_api_objects_document.htm
CRM Content
Allows large file sizes (up to 2GB). Allows for Versioning, Libraries, Metadata, etc.
Does not show up directly on a record layout, but you can use Visualforce to display this on a detail record with custom code to query metadata.
https://login.salesforce.com/help/doc/en/content_about.htm
Chatter Documents
Allows large file sizes, versioning. Shows up in a Chatter Feed for the related record.
http://blogs.salesforce.com/community/2012/04/chatter-files-a-better-option-for-attaching-files-to-records.html
ref:
http://salesforce.stackexchange.com/questions/11333/can-users-upload-pdfs-word-documents-etc-into-salesforce-possibly-through-th
Hope this helps :)
Regards
Subra
