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We need a feature that imports records at the same time as their associated attachments. For example, a user can upload a file to a record's timeline (Notes entity) as an associated file for a record in an Account. However, there is no ability to import this record and attachment at the same time while maintaining this association. In scenarios where users import a lot of external data, not being able to do this all at once is quite time-consuming and labor-intensive. This is illustrated using Account as an example, but the same is true for sales-literature and sales attachments.

Category: General
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New