AnsweredAssumed Answered

"Store as: Content"

Question asked by dreed@santafe.edu on Jan 4, 2017
Latest reply on Jan 4, 2017 by dreed@santafe.edu

I'd like to configure one of my existing DDPs to attach generated files to the related Opportunity using Salesforce Content (rather than the old Attachment functionality), as I'm trying to standardize this across the instance. I've configured my delivery option with "Require Document Storage" active and "Store As" set to "Content". However, this seems to just place the file in the content library without any link to the Opportunity. It does not show up in the Files related list on the Opportunity.

 

Is there a way to establish this link?

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