Customize page layouts to include the Files related list. With the Files related list, users can add files to a record and see a list of files associated with the record.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, and Developer Editions |
Use files instead of attachments to make the files available outside of the context of the individual record. The file owner or admin still decides sharing settings for the file.
- From Setup, at the top of the page, select Object Manager and select the object you want to add the Files related list to (such as Opportunity).
- Click Page Layouts.
- Click the page layout you want to customize.
- In the list of available items in the left pane, click Related Lists.
- Drag Files to the Related Lists section and click Save.
Note Users can't drag files to add them to a record when the related list type is
Basic List. To change the related list type, edit the related list
component in the Lightning App Builder.