Salesforce drag and drop
attachments
Upload, organize and manage files on Salesforce records by dragging them in, without the manual upload steps.
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Salesforce drag and drop attachments let users drop files onto a record instead of browsing for each one. In Lightning Experience, Salesforce's own Files related list accepts several files at once, but not folders, read-only lists or uploads from the mobile app. Techila's Drag & Drop Attachments is a Salesforce app for uploading, organizing and managing attachments from one place.
The practice
A file upload app for busy Salesforce teams
Drag & Drop Attachments is a Salesforce app built by Techila Global Services. It gives users a drag-and-drop area for uploading attachments to records and a single place to organize and manage them. It is meant for sales, support and operations teams that attach a lot of documents to records each day.
Doesn't Salesforce already support drag and drop?
Partly. Salesforce Help says that in Lightning Experience you can drag files directly onto the Files related list, and that a file attached there can be up to 10 GB. The same page lists the gaps below. In Salesforce Classic the limit for the same kind of attachment is 25 MB.
| Question | Standard Salesforce (Lightning) | Drag & Drop Attachments |
|---|---|---|
| Drag several files at once? | Yes, onto the Files related list | Yes, into the app's upload area |
| Drag a folder? | No | Ask us for your use case |
| Read-only related lists? | You can't drag files onto them | Uploads go through the app's own area |
| Salesforce mobile app? | Uploads from the Files related list aren't supported | The app is listed for desktop, tablet and mobile access |
| Organize attachments in one place? | Files related list per record | Central view to organize and manage attachments |
If your users only need to drop files onto one record at a time in Lightning, the standard Files related list may be enough. The app is for teams that want one place to manage attachments across their work.
How does Drag & Drop Attachments work?
The app sits on the Salesforce record. Users drag files in, the files are attached to that record, and they can then organize and manage them without leaving Salesforce.
From desktop folder to Salesforce record
- Open the Salesforce recordAn account, case, opportunity or other record.
- Drag files into the upload areaNo browse-and-select dialog for each file.
- Files attach to the recordStored with the record in Salesforce.
- Organize and manage themFrom one place, without leaving Salesforce.
Capabilities
What does Drag & Drop Attachments do?
Each capability ships as part of the managed package and is configured to your process.
Delivery process
How do you get started?
We don't run a program past a gate it hasn't earned. Each phase ends with a board-visible artifact — not a status deck.
FAQ
Drag and drop attachment questions.
What admins ask before adding a file upload app.
In Lightning Experience, yes: Salesforce Help says you can drag several files onto the Files related list. You can't drag a folder, you can't drop files on read-only related lists, and uploads from the Files related list aren't supported in the Salesforce mobile app.
Salesforce Help says a file attached directly to the Files related list in Lightning Experience can be up to 10 GB, and 25 MB for the same kind of attachment in Salesforce Classic. In Chatter, Experience Cloud LWR sites and Classic, the upload limit is 2 GB.
Sales, support and operations teams that attach many documents to Salesforce records and want one place to organize them.
We did not find an AppExchange listing for it when this page was reviewed. Techila installs it in your org directly; ask us for details.
Pricing is on request. It depends on your Salesforce edition, the number of users and how much setup your workflows need. Contact Techila for a quote.
Sources
Last reviewed:
- Salesforce Help, Attach files to records (read 10 November 2026)
- Salesforce Help, Upload files (read 10 November 2026)
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