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Using FTP Attachments® for Custom Objects

Using FTP Attachments® for Custom Objects

Owned by Content Writers
Last updated: Nov 28, 2022

To use FTP Attachments® with any of your custom objects first step is to create a lookup field in FTP Attachments® object which comes with the FTP Attachments® package.

  • On your Salesforce Account. Go To Setup -> Object Manager -> "FTP Attachments" Object.

FTP Attachments for Custom Object

  • Click "New" in the Custom Fields and Relationships section of the page

FTP Attachments for Custom Object

  • Choose the type of field as "Lookup Relationship" and click next

FTP Attachments for Custom Object

 

  • Create a lookup relationship field in the FTP Attachments® object for ’YourObject’ with the name say ’YourObject’, because it is a custom filed Salesforce automatically appends "_c" to it at the end. Choose the object for which you want to enable FTP Attachments® , in our case it is ‘YourObject’

FTP Attachments for Custom Object

  • Finish the creation of this custom field. Once done use the Custom Link Manage to create custom links for this custom object

FTP Attachments for Custom Object

  • After creating link button add it to the page layout of the custom object

  • Now, you are ready to use FTP Attachments® with that custom object.