Uploading and Deleting Files

Uploading Files

You can upload files from three places: In Decision and Plan records, Files tab or any Chatter feed post.

In a Decision or Plan

1. Open the Decision or Plan that you want attach files to.
2. Navigate to the Files tab in the record.
3. Click Add Files in the Files tab.
4. Upload an new file or navigate to an existing file by using the filter navigation.
5. Click Add.

Files Tab

1. Click the Upload Files button on top right corner of the tab.
2. Select the file that you want to upload. Salesforce supports several file formats.
3. Wait for your file to upload.
4. Click Done.

Chatter Post

1. In the Chatter post, click the  icon.
2. Upload an new file or navigate to an existing file by using the filter navigation.
3. Click Add and post your message for others to see!

Deleting Files

To remove any file from your Fingertip:

1. Click the dropdown arrow () next to file that you want to delete.
2. Select the Delete option and wait for the page to refresh.