Attach a file to a Salesforce email template
- Go to any object that has Email publisher available.
- Go to the Email tab.
- Select the Email template that you wish to add an attachment to by clicking on the Insert, create or update Template…
- Select Insert Template.
- Click the Attach file button and select the file you wish to attach to the template.
Table of Contents
How do I import email attachments from Outlook to Salesforce?
Using Outlook Integration or Gmail Integration, email attachments are added to records in Salesforce as Files, on the Salesforce record representing that email. There are nuances: Gmail Integration always represents Gmail emails as Salesforce Enhanced Email records, and Gmail email attachments are stored in Salesforce as Files.
How do I add an attachment to an email template?
Click the Attach File button. Complete the three steps and click the Done button. Go to any object that has Email publisher available. Select the Email template that you wish to add an attachment to by clicking on the Insert, create or update Template button. Select Insert Template.
How to attach files to email?
You can configure whenever you want to attach files as links or actual data in Setup > Email > Email Attachments. Here we have the attachment list ready. Next, we can continue with the single email message.
How are Gmail emails represented in Salesforce enhanced email?
Gmail Integration always represents Gmail emails as Salesforce Enhanced Email records, and Gmail email attachments are stored in Salesforce as Files. You may have to expose the Files section on the Enhanced Email and/or Task page layout. See links below for knowledge articles.
How do I add an attachment in Salesforce?
To navigate to ‘Attach File’ in Salesforce ClassicGo to any task or events records (either via home tab or via open activities/activity history related list of any record).Click Edit.Scroll down to Attachments related lists, then click Attach File.
What type of attachment can be added in Salesforce email?
HTML links in List Emails (Lightning Experience only) With the list email feature, it’s possible to send files as attachments; but the email attachments will always be sent as . html files.
How do I add an attachment to Salesforce lightning?
In Lightning Experience Click Add Files in the Files related list menu, or drag files directly onto the Files related list. (You can drag multiple files, but not a folder. You can’t drag files onto read-only related lists.) Note In Lightning Experience, your org may use a custom page layout for the file detail page.
How do I enable attachments in Salesforce?
Click General Settings under Settings. The Salesforce Files Settings page opens on the right side of your screen displaying various options. Ensure that the first option in that list, ‘Files uploaded to the Attachments related list on records are uploaded as Salesforce Files not as attachments’ is not selected.
How do I email a PDF attachment in Salesforce?
At the moment, the user has to wait for approval and then press the PDF button , then save this to the ‘Downloads’ on the hard drive, then ‘Send and Email’, then click ‘Template’, then attach the saved PDF, then find the BCC people etc etc.
Can you send attachments in Salesforce Marketing Cloud?
Marketing Cloud tracks email with attachments in the same manner as normal email messages for opens, clicks, bounces, and similar information.
How do I add notes and attachments in Salesforce?
Go to the UI for my new item, sufficiently sure, no notes and connections related rundown.Go to your page design, track down the connected records. In there you will track down the connected rundown for “Notes and Attachments”.Drag that onto the connected rundown part of the page format.You’re good to go.
How do I share an attachment in Salesforce?
Enter the name of the person who you want to share the file with, and then select a file by clicking its name. Choose the file permission you want your audience to have. By default, they have collaborator permission, which lets them view, download, share, change permission, edit the file, and upload new versions.
Where do I put documents in Salesforce?
To add a document and upload its file, log in to Salesforce and follow these steps: Click the plus sign at the top to the right of your tabs and then select Documents. An Upload New Document page appears. Type a name for the file in the Document Name field.
How do I add a PDF attachment to Salesforce?
Create a Formyoula form with all the elements that you require. Next, create form connections. Click on “Salesforce Record Settings” from the Form connections page. Select the required value from the “PDF Attachments” dropdown.
What is difference between attachments and files in Salesforce?
Files need to upload, store, find, follow, share, and collaborate on Salesforce files in the cloud. Attach files to records from the Attachments related list on selected detail pages. We can upload a file and store it privately until you’re ready to share it. We can share the files with groups, users, etc.