Salesforce - How to Add Attachment Field in Salesforce
- George Apostolov
Salesforce - How to Add Attachment Field in Salesforce: step-by-step guide
Go to Setup on the top right.
Click on Object Manager.
Go to the object where you want to attach files (e.g., Opportunity).
Under the object, navigate to Relationships & Fields.
Click New to create a relationship.
Select Text Area (Rich): This is a Rich Text field.
And provide a Label (e.g., "Additional Information").
Hit Next.
When editing a record, you can use the rich text editor to enter text and upload small images directly within the field.
Quick answer: To add an attachment field in Salesforce, go to Setup, open the Object Manager, and select your target object. Navigate to Relationships and Fields, click New, and choose Text Area (Rich). Provide a label, click Next, and use the rich text editor on records to upload images.
About this Salesforce tutorial
Configure a rich text attachment field in Salesforce by creating a new field in Object Manager to easily upload small images within records. This guide covers salesforce - How to Add Attachment Field in Salesforce in 9 steps, starting with "Go to Setup on the top right" and finishing with "When editing a record, you can use the rich text editor to enter text and upload small...". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does salesforce - How to Add Attachment Field in Salesforce take?
9 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce. Related guides: Salesforce - how to add banner in salesforce, Salesforce - How to Add Campaign Member Status in Salesforce and Salesforce - How to Add Company Logo to Salesforce Lightning. Last reviewed 05 Oct 2026.
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