Limitations Of Notes And Attachments In Salesforce Lightning

In Salesforce, Notes and attachments are used to enter some comments or add external documents along with the Salesforce records. Notes in Salesforce provide the functionality to enter some text which are not mentioned in other fields. Attachments on the other hand, are external documents attached to a record.

The records in Salesforce are the most important part which constitutes all the information needed for any object in Salesforce. Notes And Attachments Salesforce provides the ability to manage the Salesforce org better and more efficiently. The use of Notes and Attachments have helped many users while working on different use cases and industries that Salesforce supports.

The new Salesforce Lightning Experience does not support notes and attachment feature. A user is unable to view notes and attachment records in the related lists in Salesforce Lightning. The only possible solution is that the user has to convert those notes and attachments into files. In order to add notes and attachments, user needs to move to new Files and Notes object in Lightning.

Astrea has constantly worked on providing the best solutions and has helped users by enhancing Salesforce capabilities. In order to provide the best customer focused approach, Astrea has worked on supporting access of the Files, Notes & Attachment of the child records from Parent records in Lightning.

In order to view child object attachments from parent object, Astrea built a solution that provides this support in Lightning. Astrea built a component for Files, Notes & Attachments that had the following important features.

• Displays files, attachments & notes of records.
• Provides the functionality of creating notes in Salesforce Lightning
• Applicable for Account, Contact, Opportunity, Case, Task, Event, Lead, Contract and all the custom objects.

By using this component, users can now access Files, Attachment & Notes of the Child records from Parent object. Users will now have the ability to add notes in lightning for the records and can also upload files as external attachments by simply clicking on a single button or through drag & drop option.