Sunday, October 10, 2021

Difference Between Delete and Remove from Record in Notes & Attachments in Salesforce Lightning Experience

Lets understand the difference Between Delete and Remove from Record in Notes & Attachments in Salesforce Lightning Experience 

We must have seen two buttons on the menu option of file attached in Lightning Experience.

1. Delete

2. Remove from Record

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Let us understand the difference between these.

When a user clicks one the delete button the files are deleted from all the records(parent/cloned both).

On the other hand, if a user click on the remove from record then the file is deleted only from the record.

Concerns:
There is no option to remove/hide these two from the menu options.
If there is any requirement to run a logic on delete then a trigger can be implemented on content document.

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