Configure Salesforce page layouts to use FTP Attachments®
- Content Writers
After installing FTP Attachments® application in your Salesforce account. Now you need to add the links for FTP Attachments® in Salesforce objects page layout. For configuration of page layout you can refer following link. Salesforce Configuration : Page Layout
In your Salesforce account, click on the ‘Setup’-> ’Object Manager’ Select your desired object -> ’Page Layout’-> Select your page layout. Here we have taken example of Case object.
Go to the related list section and add FTP Attachments® related list and edit its properties.
Add the columns which you want to display in the related list of FTP Attachments® and sort it as per your requirements.
Make sure that standard buttons are unchecked.
Add the appropriate related list button for Attach functionality. Save the page layout. Now you are ready to use the FTP Attachments® for that object.
