Enabling CTA PRIVATE FILES allows users to attach files from their computer in the CTA detail view, and to share the files with a specific group, per your org’s chatter group configuration. NOTE: CTA file attachment was built to work with private chatter groups. You will need a SFDC Admin profile to make this edit. 

To enable CTA file attachment:

  1. Navigate to Salesforce Setup.
  2. In the search box, search for Custom Settings.

96b0f624-8c8f-4435-b2ed-e326df9945b5.png

3. Click Custom Settings and click Feature Configuration.

9a4b79cb-68b0-44d0-85b4-f7e021343770.png

4. Click Manage; then click CTA PRIVATE FILES.

4f0b4ad1-72b2-4367-917c-c6fb93f5a118.png

5. Click Edit; then select the Enabled check box.

3b69a212-2a23-4965-8e40-7570721e28dd.png

6. Click Save.

7. Navigate to Administration > Calls to Action (CTA) > Account. Under General Settings find the field Auto post files to. Then select the object where you would like attachments to be stored.

Snip20170601_1.png

When the CTA Private Files option is enabled, and an object has been selected to store the files, you will see a new File Attachments section in the CTA detail view:

CTA Detail view_CTA File Attachment.png

Report on CTA File Attachments

Admins can build a report using the GSFileLink object to search for CTAs that have files attached to them. The file size must not exceed 2 GB. Also, you can create a new C360 section at Administration > C360 Layouts to add the CTA files report on the Customer 360 page as a section.

Note: the GSFileLink object will only store information on files uploaded through the CTA "File Attachment" option, not from Chatter.

7b879305-5059-4ac8-8b51-73affd4842ba.png

56a5fcf6-f006-430d-b50a-b08efb663dda.png