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Re: Zuora Quote PDFs and Salesforce Files

Zuora Quote PDFs and Salesforce Files

Currently, when generating a Quote PDF, it saves the file in Salesforce as an Attachment and displays the file in the Notes & Attachments related list on the Opportunity.  However, Salesforce has now deprecated the use of Attachments in Lightning Experience.  They recommend using the newer object, Salesforce Files.

 

Can Zuora provide an option for Quote PDFs to be saved as Files on the Opportunity?

 

See link for more details from Salesforce:  https://help.salesforce.com/articleView?id=Attachments-are-not-returned-in-Lightning-Experience-sear...

2 Comments
Advanced Tutor

I am having the same issue. I am trying to use an eSignature software and its not recognizing the files. Is there an update or comment to this? 

Newly Enrolled

Any update on this? We are trying to move to lightning, but this is holding us up since we need to migrate all notes and attachments to files.

 

We need this.