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
- Open the Decision or Plan that you want attach files to.
- Navigate to the Files tab in the record.
- Click Add Files in the Files tab.
- Upload an new file or navigate to an existing file by using the filter navigation.
- Click Add.
Files Tab
- Click the Upload Files button on top right corner of the tab.
- Select the file that you want to upload. Salesforce supports several file formats.
- Wait for your file to upload.
- Click Done.
Chatter Post
- In the Chatter post, click the
icon.
- Upload an new file or navigate to an existing file by using the filter navigation.
- Click Add and post your message for others to see!
Deleting Files
To remove any file from your Fingertip:
- Click the dropdown arrow (
) next to file that you want to delete.
- Select the Delete option and wait for the page to refresh.