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Trying to Display Files from a related Object in Salesforce

  • February 19, 2025
  • 0 replies
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We have a use case where an Expense record is Created and a File for the Invoice is entered into that Object’s Folder. When ready an Invoice Record is created that looks up to the Expense. 
I want to Display the Expenses Folder on the Invoices page and have not figured out a way. I don’t want to Copy the File and place it in the Inventory's Folder. The CLM files VF page doesn’t have customization to Use Invoices Expense record like some lightning page components. I haven't seen this question raised elsewhere. Any help is greatly appreciated. 

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