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 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 work-around yet. You can have a look here to weigh in too. Is there a way to Drag and Drop an email from Outlook?