Some questions on attachments and files for activities/emails.
In Classic, when you have an attachment on an activity, it displays in the Notes & Attachments section of the related records. E.g. there's a task with an attachment related to an Account, the attachment displays in the account's attachments related list.
However, even if you display the Attachments related list in LEX, those attachments don't display. So users in one of our customers are confused/frustrated "it was there before, where is it now?"
Also, say you're including an attachment in an email synced through Salesforce for Outlook (a number of our clients aren't ready for LFO and need to use SFO) - that attachment displays as an attachment in the related list on the Task record in LEX, but not on the related record (opportunity, account, etc).
Another customer is frustrated because it's really important that the attachments are shown at the opportunity level (e.g. contract documents) but they're lost in the task record in LEX.
For these orgs and others we've tested in, the "Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments" setting is turned on https://releasenotes.docs.salesforce.com/en-us/spring16/release-notes/rn_files_notes_attachments_list.htm, but files aren't being created
We don't want to have attachments turned on in only one place and files elsewhere, and we want the documents attached to activities to show up on related records. Does anyone know of any suggestions of how to fix this / known issues / ideas / roadmap / anything else that could help? Thanks in advance!
Great conversation indeed, as this is an area that generates confusion.
With Salesforce for Outlook (SFO), Outlook email attachments are saved in Salesforce on the Task as an attachment. The fact the attachment shows up on the task's account, is due to logic implemented by the Account object itself called activity attachment roll-up. That's not actually something SFO, or tasks, or attachments control.
With Lightning for Outlook (LFO), Outlook email attachments are saved in Salesforce as a CRM Content File. That's because Files give you a lot more capabilities, such as searching content, following, can be shared with many objects etc.
@Haris Ikram can expand. That article also explains when and where they appear depending on the UI in use: https://releasenotes.docs.salesforce.com/en-us/winter16/release-notes/lex_gaps_limitations_files_and_content.htm
