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When I add an "attachment" to a "task (Open Activity)" in Leads, that does get saved to that particular "Task record" and doesn't display in the "Attachments" related list.

However, this does function when it comes to Accounts section, like, the attachment gets displayed in the "Attachments" related list as well as the task record.

So, is there a way to have the same in Leads.

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Unfortunately not. The only documentation I've found on this is the knowledgebase article:

https://help.salesforce.com/apex/HTViewSolution?urlname=When-do-Activity-Attachments-roll-up-to-the-related-Account-1327108317779&language=en_US

where the important text is:

When there are Attachments on a Task or Event that is related to an Account, Contact, or Opportunity, those Attachments will roll-up to appear in the Notes & Attachments related list on the Account record.

If you wanted similar behaviour on a Lead, you'd have to duplicate the attachments and associate them with the lead record, or have a junction object that ties an attachment to a lead (you can't have lookups to attachments though, so you'd have to store the id in a text field or similar).

  • Thanks for the reply. I also contacted Salesforce support and they too have told the same and I have learned that this is something of Salesforce behavior. – Sapthagiri Aug 27 '14 at 13:17

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