How to Add Attachment Field in Salesforce
While you cannot directly add a custom field to store attachments in Salesforce objects, there are workarounds to achieve similar functionality.
- Go to Setup > Object Manager.
- Go to the object where you want to attach files (e.g., Opportunity).
- Under the object, navigate to Relationships & Fields.
- Click New to create a relationship.
- Select Text Area (Rich): This is a Rich Text field. And provide a Label (e.g., "Additional Information").
- When editing a record, you can use the rich text editor to enter text and upload small images directly within the field.
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