How to attach a file to Opportunity Lines


Agustina odeian

Some days ago, I received an email with a simple question. “How can I get some attachments related to my object?”

I know what you are thinking. The answer is easy. Actually we have 2 options, and both with #clicksnotcode:

  1. Add Attachment and Notes related list to your object.
  2. Enable Chatter on our object.

But her question didn’t end there. Actually she needed these files attached to a certain Standard object, Opportunity Product or Opportunity Line Item one. Ok, in that case above options do not work because we find some restrictions on this object.

Having this information, the only solution that came to my mind was to have a custom object as container where we can have the list of Attachments that we need to link to Opportunity Line.

  • New Custom Object – Attachment Container

Bellow example shows the easiest object that you can create with only Standard…

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