To upload attachments Using Advanced Search (SOQL) option, follow the below steps:
- Go to the Mass File Upload app
- Open the Mass File Upload app from the app launcher.
- Navigate to the Mass File Upload tab
- Click on the Mass File Upload tab.
- Select the Records subtab
- Within the Mass File Upload tab, go to the Records subtab.
- Adjust Record Selection mode
- Toggle the ON/OFF switch according to your needs:
- Toggle ON: Select records first and then upload files against them.
- Toggle OFF: Upload files first and then select records for them.
- Toggle the ON/OFF switch according to your needs:
- Select File/Attachment
- From the "Select File/Attachment" dropdown, choose the Attachment.
- Select Object
- From the "Select Object" dropdown, choose the relevant object.
- Choose Search Mode
- In the search mode, select "Advanced Search(SOQL)".
- Add and Run the query
- In SOQL box enter your query and Click on "Run Query" button.
- Upload Files
- Click on the "Upload Files" button.
- Select the files you wish to attach.
- Confirmation
- Once the files are successfully attached, you will receive a success message in the table, confirming the attachment created successfully.