You can send an email in salesforce through Messaging.singleEmailMessage class, and attach the pdf along with the mail. You can put the pdf in notes and attachment related list and get the pdf from attachment from SOQL Query and bind with email associated with it.
How do I attach files to emails sent from Salesforce?
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!
How to associate contentdocuments to emailmessages in Salesforce?
By Loading new Attachments to Content version, Salesforce will automatically create and set the ContentDocument Record. This object is customizable, so you should set an ExternalID. Now that we have all our ContentDocuments loaded, we can associate them to the EmailMessages by populating the ContentDocumentLink object.
How to delete attachments from a Salesforce contentDocument?
Pro Tip # 2: If you want to delete the attachments, its easiest to delete the parent ContentDocument record and let the ContentVersion & ContentDocumentLink records cascade delete. If you try and delete a ContentVersion that is the current version, Salesforce will demand that you set another version as current first.
How to send email attachment by using APEX?
How to send email attachment by using Apex? By using EmailFileAttachment class we can send an attachment. We can use this SingleEMailMesSage to send attachments. Below are the methods in EmailFileAttachment class.
Can Salesforce email send attachments?
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.
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.
How do I share attachments in Salesforce?
Share files with people privately and set Viewer or Collaborator access for each person who you share the file with....Start by sharing the file from one of these locations:Next to the file on Files home, click. Share.On the detail page of the file you want to share, click Share.From the file preview player, click.
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 a PDF attachment in Salesforce?
How to Attach/Preview a PDF in SalesforcePDF Generator Visualforce Page. The Visualforce page allows the users to enter the ID of the Account to attach the PDF to as well as the name of the PDF. ... PdfGeneratorController Custom Controller. ... PDF Generator Template Visualforce Page.
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.
How do I attach a file 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.
Where are attachments in Salesforce?
Attachments appear in the Notes & Attachments Related List. Salesforce Files use ContentVersion records which are then associated with a parent record. Files appear in the Files Related List on the parent record. If you would like to use Attachments, you can continue reading this help document!
How do I save an attachment in Salesforce?
Enable the preference to upload files as Salesforce Files in Salesforce Classic in Setup. Type Salesforce Files in the Quick Find box, select General Settings, and then click Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments.
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.
Why can't I send an email attachment?
The most common reason that an attachment won't send is that it is too big. These limits are set by whoever you use for email, whether it's an email account through your ISP or through an online provider like Yahoo or GMail. You should check with your email service provider to see what the limits are for attachments.
How do I send a report as an attachment in Salesforce?
From the Reports tab or from the report run page, click. | Subscribe.Click Attach File.Choose to attach a Formatted Report ( . XLSX ) or a Details Only ( . ... If attaching a details only ( . CSV ) file, optionally choose an encoding.Click Save. ... Click Save.
David Masri Follow
Historically when migrating email messages to Salesforce we have been asked to load them as tasks, but with the release of the Enhanced Email functionality a while back, it’s becoming increasingly common to want to migrate historical email data into the EmailMessage Objects.
Step 1: Load The EmailMessage Object
When loading the EmailMessage Object, you want to at a minimum set the following Fields:
Step 2: Load The EmailMessage Object
Load the EmailMessageRelation. Here we load all the Human Records related to the Object. We need to set the following fields:
Step 3: Load Attachments to ContentVersion
By Loading new Attachments to Content version, Salesforce will automatically create and set the ContentDocument Record. This object is customizable, so you should set an ExternalID.
Step 4: Load ContentDocumentLink
Now that we have all our ContentDocuments loaded, we can associate them to the EmailMessages by populating the ContentDocumentLink object. Just set:
Step 5: Update your EmailMessages, setting the Status to 3
A Status of 3=Sent, it is the only allowable value if no CaseID is Specified. Once set, everything becomes read-only.
David Masri
This article will walk you through everything you need to know to migrate Emails to the EmailMessage, and EmailMessageRelation objects, as well as load email attachments to Salesforce content. #Salesforce #DataMigration #Email
