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I would like some clarification about the upcoming change on Notes & Attachments in Winter '18.

 

According to the Spring '17 release notes:

"In the near future, you’ll no longer be able to use the Notes & Attachments related list to attach files to records in Lightning Experience. You will need to use the Files related list instead."

https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_files_add_related_list_to_page_layouts.htm

 

I've also found this doc, but it seems this is only relevant to Classic:

https://releasenotes.docs.salesforce.com/en-us/spring16/release-notes/rn_files_notes_attachments_list.htm

 

From what I understand, in Winter '18 LEX users won't be able to upload files through the Notes & Attachments related list. Is that true ?

 

If so, it means that:

  • I need to add the Files related list for my LEX users
  • To avoid seeing a duplicate list of files, I need to remove the Notes & Attachments related list
  • To still be able to see the notes, I need to add the Notes related list on the page
  • I need to activate the Enhanced Notes feature, otherwise the Notes related list is not available

Am I correct ?

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