On a similar note, we would like to attach documents to ANY activity. For example, a set of meeting minutes to a meeting or a checklist to go through for a task. Does anyone have a workaround for this?
General activity records don't support attachments. You could make a url field and store the files off the Salesforce servers (eg. a company file store or a third party). Or, you could create a custom object and store the attachments on the custom object, and relate the task/event to the custom object.
Many thanks - that's most helpful. We'll try with the custom object though it is one step further removed...it is a shame that we can't just attach to activites as part of the vanilla functionality.
~ sfdcfox ~
Many thanks - that's most helpful. We'll try with the custom object though it is one step further removed...it is a shame that we can't just attach to activites as part of the vanilla functionality.