Need the ability to add an attachment when you LOG a case - Ideas - Salesforce Trailblazer Community

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Need the ability to add an attachment when you LOG a case

Case Management

We use the Self Service Portal to allow our clients to ask us questions based on an Excel spreadsheet template that they fill out for us. However, when you LOG a case, you cannot attach a file. It's a five-step process: You have to log the case, then go to View Cases, find your new case, edit the case, then attach a file.

Why not just allow clients to attach a file when they LOG cases? It seems silly to make them jump through hoops to attach a file when it's just a matter of adding the "attach file" button to the Log a Case page layout.

PLEASE allow file attachments when logging cases in the next release!


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Latest Comment from Salesforce

  • Peggy Madani - 1 month ago

    This idea was considered during the September 2019 cycle of Prioritization. The community prioritized other ideas for the upcoming releases ahead of this one, however we will continue to review this idea in future product roadmap discussions. Learn more about Prioritization and how you can shape Salesforce products via the IdeaExchange at
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