How to display the Attach File button in Notes & Attachments?
Assume you want to attach files in the Notes & Attachments section, but you don't see Attach File to do so, only New Note and Upload File. In this case, make sure that files are not set to be uploaded as Salesforce Files.
- In Setup, open the General Settings page for Salesforce Files.
In Salesforce Lightning, navigate to Feature Settings > Salesforce Files > General Settings.
In Salesforce Classic, navigate to Build > Customize > Salesforce Files > Settings > General Settings.
▶ The checkbox
Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachmentsmust not be selected.
- If the checkbox is selected, click Edit to enable the settings modification.
- Deselect the checkbox
Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments.
- Click Save.