AnsweredAssumed Answered

Set the Description on Attachements

Question asked by ymshell000 on Nov 30, 2017
Latest reply on Jan 5, 2018 by ymshell000

I'm looking to set the "Description" field on the attachment record when attaching a document to the Salesforce record it is run off of.

My use case is a pdf that I am attaching to an Opportunity. I'd like to have the description of the attachment set to "Proposal" so that I can use a filter to differentiate it form other attachments on the opportunity.