Subscriber: Quick question – I want to use this app to drag attachments into an opportunity. How do I add the button to the notes and attachments area of the page?
Use the following steps to add the button.
1. Open the detail page of opportunity (open an opportunity record)
2. Click on Edit layout link (in top right-hand side)
3. Select the buttons section
4. Drag the button into custom buttons sections on page layout
5. Save it.
This worked great – is there a trick to dragging an attachment from an email over?
The message I get is: The page at https://draganddropattach.na2.visual.force.com says: please select a file.
I can drag something that is already saved, and it adds that so nicely!
Thanks so much for your help!
Thanks and great question. We have a discussion to see if any Salesforce guru in-house has an answer as our team has not found a workaround yet. You can have a look here to weigh in too. Is there a way to Drag and Drop an email from Outlook?