CSMs can attach files within a CTA and share it with a group of people. Based on your chatter group configuration, users can attach multiple files from your computer in the CTA detail view and share the files with a specific group. The file size must not exceed 2 GB.

To enable this feature, you must:

  1. Have a proper chatter group configuration, which is private. For more information, refer to the SFDC article Create Chatter Groups.
  2. You must enable the CTA PRIVATE FILES feature. For more information, refer to Configure Call to Action (CTA) & Tasks Detail View Layouts.
  3. Navigate to Administration > Workflow > Calls to Action.
  4. In the General settings, select the appropriate Chatter group from Auto post files to. In the following image, consider Unit 1 Sales Team and Unit 2 Sales Team as examples of chatter groups.

Note:

  • The file size must not exceed 2 GB.
  • Attached files count towards your SFDC standard file storage limit. For more information, refer to the SFDC article Data and File Storage Limits.
  • If you have Relationships enabled in your org, you can configure this option on the Account and Relationship tabs for the respective CTAs.

In addition, you can build a report using the GSFileLink object to search for CTAs that have files attached to them.

Also, you can create a new CS360 section at Administration > CS360 Layouts to add the CTA files report on the customer 360 page as a section. For more information, refer to Configure the Customer360 Details (C360) Page & Section Types.