Use Salesforce Chatter Files in The Calendar Module

  • Updated

Riva 2.4.44.37360 or higher supports uploading attachments as Chatter files in Salesforce, but some configuration is required in Salesforce.

To enable Chatter files in Salesforce:

  1. Log in to Salesforce as an admin user.

  2. Near the top right corner of the Salesforce home page, select Setup. Search for Chatter Settings, and in the search results, select Chatter Settings.

  3. On the Chatter Settings page, near the top, in the Chatter Settings box, ensure that the Enable check box is selected.

To configure Salesforce to use Files in the Calendar module:

  1. Log in to Salesforce as an admin user.

  2. Near the top right corner of the Salesforce home page, select Setup. Search for Object Manager, and select it from the drop-down list.

  3. Scroll down, and select Event. In the left-hand pane, select Page Layout .

  4. In the right-hand pane, select Event Layout.

    Result: The Event Layout page appears.

  5. Under Event Layout, select Related Lists.

    Event-Layout--select-Related-Lists-.png

  6. In the Quick Find field, enter Files.

    Result: A Files button appears under the Quick Find field.

  7. Drag the Files button and drop it into the Related Lists section.

    Event-Layout--drag-the-Files-button-into-the-Related-Lists.png

  8. Save the Event Layout.

  9. To check if Chatter files are attached to events, create an event and examine the Event Detail section of that event.

    Expected result: There is a Files section near the end of the Event Detail section.

 

 
 
 

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