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Aaron2010 Uploading Attachments to Records
Hello all,
Is there any easier way to upload one attachment to multiple records at a time.
Here is how my requirement goes... In our organization users want to add a attachment to a group of accounts (the group may vary depending on their criteria). Is it possible for them to select an attachment and add it to the notes and attachments section of all the accounts.
Any help would be appreciated.
Thanks in advance.
It is not possible through standard salesforce functionality. You need to develop a custom visualforce page where you can specify the accounts where the document needs to be attached.
You may want to explore the use of Salesforce Content that allows you to attach the same content to several records.
- Ram