How do I add an attachment in Salesforce?

Adding an attachment in Salesforce is a common task, and the steps may vary slightly depending on the specific Salesforce edition you are using. Here are general instructions that should work for most editions:

1. Navigate to the Record:

   • Open the record (like an Account, Contact, Opportunity, etc.) where you want to add the attachment.

2. Attachments Related List:

   • Scroll down to the "Attachments" related list on the record page. If it's not already there, you might need to add it to the page layout.

3. Add Attachment:

   • Click the "New" button in the Attachments related list.

4. Fill in Details:

   • A new window will appear. Fill in the details for the attachment, including the name and description.
   • You can also choose the file you want to attach using the "Choose a file" or similar button.

5. Save:

   • Click the "Save" button to attach the file to the record.

Note: If you are using Lightning Experience, the steps might be a bit different compared to Salesforce Classic. Make sure you are familiar with the specific user interface you are using.

Remember that permissions might affect your ability to add attachments, so ensure you have the necessary permissions to perform this action.

If you are using a custom object, the process might be similar, but you may need to navigate to the custom object's record and find the related list for attachments.

Always refer to the Salesforce documentation or consult your administrator for the most accurate and up-to-date information based on your specific Salesforce configuration.