Attach a Dynamic PDF Message to a Salesforce Email Template.The Email Template can be used in Email Alerts that will be triggered by Workflow Rule / Process / Flow … etc We will create following items: A Visualforce page that will be rendered as PDF. (e.g. Receipt)
How to attach a file to an email template in Salesforce?
To attach a file to an email template within Salesforce, follow the steps below. Go to Setup. Under Administer, click on Communication Templates | Classic Email Templates or Administer, click Communication Templates | Email Templates Click on the name of the email template that you would like to attach a file to.
How to create an email in Salesforce?
Make the email by rendering a Visualforce page as a pdf. There is lots of sample code if you search Developerforce for Email - with quote2pdf, sending SingleEmailMessage, and more. Thanks for contributing an answer to Salesforce Stack Exchange!
How do I attach a file to a template?
Click the Attach file button and select the file you wish to attach to the template. If you would like to save this template with the attachment for future use, click Insert, create or update Template and select Save Template.
How do I view a file in a Salesforce email?
To view the file, click the link and this will open the file on your computer. You are still able to attach files from your computer directly to individual emails sent from Salesforce using the 'attach file' button on the email form. Was this information helpful? Let us know so we can improve!
Can email templates have attachments?
That is it! As you can see, you can now quickly compose an email with a link to an attachment using a template you just created.
Can you add attachments to Salesforce emails?
To attach files to an email, click Upload files to choose a file from your computer or Salesforce, or to use a file that's already attached to the case, or drag and drop files to the attachments area at the bottom of the email publisher. You can attach up to a total of 10 MB to each email message.
Can you add an attachment to a template?
Just select "Insert Attachment" from the bottom of the Templates editor and select the file of your choice. PDF and PPT files will prompt a tracked presentations window where you'll be presented with two check boxes (please note, these prompts will only appear for PDFs and PowerPoints.
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 create an email template with attachments?
0:001:42Create and use an Outllook email template with attachments - YouTubeYouTubeStart of suggested clipEnd of suggested clipMake up your email. And under file choose save as we're not going to save it as a message which isMoreMake up your email. And under file choose save as we're not going to save it as a message which is the default. Rather they're going to save it as an Outlook template.
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.
How do I attach a PDF to Gmail template?
Click "Compose" and then click the name of the template you want to use from the "Canned Responses" drop-down menu if you want to re-use the template. Click "Attach a file" and select the appropriate attachments for the template you have chosen.
Can you save attachments to an Outlook template?
In Outlook desktop client, you can create a new message and insert the attachments. Then click File > Save As to save the template.
How do I create a quick step email attachment?
Open Manage Quick Steps dialog and click New > Custom. Enter a name for your Quick Step....To use your new quick step:Select a message and expand the attachment's menu then choose Copy. ... Click the new Quick Step you created to open a task with the message text inserted.Paste the attachments in the task body.
Can you attach a PDF to a marketing cloud email?
The answer to all your questions is yes: you can store pdfs or other files either in Content Builder or in your sFTP. you can use AMPscript to attach the files to your emails.
How do I save a PDF in Salesforce?
Export a Document to a PDF from a ProcessEnter a name for this action. ... Optional. ... To attach the PDF to a document, enter a target document URL. ... To attach the PDF to a Salesforce record, enter the record's Salesforce Organization ID and the Target Record ID. ... Save the action.
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.
Introduction
While it is well known how to send dynamic email attachments using APEX in Salesforce, what is not well known is how to send dynamic email attachments using an email template (i.e., messaging:emailTemplate) for use in workflow rules and email alerts. This tip describes how to attach dynamic PDFs to a Salesforce messaging email template.
License
This article, along with any associated source code and files, is licensed under The Code Project Open License (CPOL)
Comments and Discussions
Hi, Thank you very much for this useful article. I made in work in sandbox and I have no idea how and why but now it doesnt work anymore. When I send the email template calling for the attachment everything works perfectly. But when the email is sent from the process builder (email alert) the pdf shows the error message.
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