How to Add Attachment Field in Salesforce

Quick summary

Adding an attachment field in Salesforce involves creating a Text Area (Rich) custom field through the Object Manager in Setup. Once added, the rich text editor lets users enter formatted text and upload images directly within any Salesforce record.

Steps

1. Go to Setup on the top right of your Salesforce instance.
2. Click on Object Manager from the Setup navigation.
3. Select the object where you want to attach files (e.g., Opportunity).
4. Under the object, navigate to Fields & Relationships.
5. Click New to create a new field relationship.
6. Select Text Area (Rich) as the field type to enable rich text input.
7. Provide a Label for the field (e.g., "Additional Information").
8. Click Next to proceed through the field setup wizard.
9. When editing a record, use the rich text editor to enter text and upload small images directly within the field.