Files, Attachments, & Notes

Files, Attachments, & Notes by Astrea IT Services is a specialized Salesforce Lightning component designed to improve data visibility and productivity for Salesforce users. Its primary function is to aggregate files, attachments, and notes from child records and display them directly on the parent record's detail page, effectively creating a rollup view that was previously difficult to achieve in the Lightning environment. The tool supports a wide range of standard Salesforce objects, including Accounts, Contacts, Opportunities, and Cases, as well as custom objects. Users can create new notes and upload multiple files via a drag-and-drop interface, streamlining document management workflows. The component is highly configurable, allowing administrators to toggle specific features like file uploads or note creation based on their organizational needs. As a native Salesforce app, it is a practical solution for teams looking to enhance their record-level document management without requiring complex custom development.