Configure Attachment Questions

Allow participants to upload documents such as receipts for warranty claims by including attachment questions in your survey.

Required Editions

Available in: both Salesforce Classic and Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions

Available with the Feedback Management - Starter and Feedback Management - Growth licenses

User Permissions Needed
To upload supporting documents in survey responses:	Permissions to create surveys

Select the file types of attachments, the maximum number of attachments, and the maximum size of each file that a participant can upload in survey responses.

Important You can’t create a survey with attachment questions for anonymous users or generate a public invitation for surveys with attachment questions.

To let guest users upload files, select Allow site guest users to upload files in the General Settings page for Salesforce Files, and then define the sizes and types of files that they can upload. Add the lightning:fileUpload lightning component for guest users to upload files.

Create a survey or open an existing survey.
On a new or existing page, click Add Question, and then select Attachment.

To allow participants to upload attachments in a specific file format, click Allow Only Specified File Types and then select one or more attachment types. You can select PDF, Spreadsheet, Document, or Graphic.

File Type	Supported File Extensions
PDF	.pdf
Spreadsheet	.csv, .ods, .xls, .xlsx
Document	.doc, .docx, .odt, .txt
Graphic	.jpg, .jpeg, .gif, .png

To let participants upload any type of attachment, leave Allow Only Specific File Types disabled.

For Maximum Attachments to Upload, select the maximum number of attachments that a participant can upload.
For Maximum File Size, select the maximum size of each file that a participant can upload.
Save and activate the survey.
Participants can upload a maximum of 20 files for a single survey. These attachments can ‌either be assigned to a single attachment question or distributed across multiple attachment questions within the survey. Uploaded files are available from Files home.

View uploaded files in related survey records by adding the Files related list to page layouts.

To view files uploaded for a survey that hasn’t been submitted, add the Files related list to the page layout of survey invitations.
To view uploaded files of a submitted survey, add the Files related list to the page layouts of survey responses, survey question responses, or the contacts or leads related to the participant. They don’t appear in the Files related lists of survey invitations.