Configure CTA File Attachments

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.
  2. You must enable the CTA PRIVATE FILES feature.
  3. Navigate to Administration > Workflow > Calls to Action to select the appropriate Chatter group from Auto post files to.

Note:

  • The file size must not exceed 2 GB.
  • Attached files count toward your SFDC standard file storage limit. For more information, please refer to this SFDC article.

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. See Configure the C360 Page and Sections for more information.

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