In Salesforce Classic Go to Setup. Under Administer, click on Communication Templates | Classic Email Templates. Click on the name of the email template that you would like to attach a file to.
- Setup > Administer > Communication Templates > Email Templates.
- Find the Template You Want to Use and Click on it. ...
- Click on Attach File.
- Click Choose File, browse to the file you want and click on it.
- Click on Attach File.
- Click DONE to return to your email template.
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. Click the Attach File button.
Where can I find the email attachment settings in Salesforce?
For the steps on how to find the Email Attachment Settings in Salesforce Classic and Lightning Experience, please refer to 'Email attachment' settings. The email should contain small .html attachments that can be clicked to access the actual documents.
How do I view the attachments in my email templates?
All email templates with attachments come in as .html files. To view the attachment the email recipient simply has to click this link and the file will open in a new browser window on their computer. Recipients then have the choice to save the file locally. More information on Mass Email Limitations.
How long do email attachments stay in Salesforce?
The email should contain small .html attachments that can be clicked to access the actual documents. When recipients click the attachment link in the email, the attachment opens or downloads the native attachments in the User's Web browser. Salesforce stores these attachment files for 30 days.
Can you add attachments to Salesforce email templates?
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 button. Select Insert Template. Click the Attach file button and select the file you wish to attach to the template.
How do I find email templates in Salesforce?
From the menu under your name, select Setup or My Settings. Then from the left side of the page, click Email | My Templates. Click on name of any email template to go to Viewing Email Templates page. To edit or delete a template, click Edit or Del next to the template name in list.
Where are email attachments stored in Salesforce?
Files attached to emails and events can be saved in Salesforce as Content documents (Files) or as Attachment objects, the former being the default way. In either case the files are stored in Salesforce under Notes & Attachments of the primary associated object(s).
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.
How do I view email templates in Salesforce lightning?
You can see a list of all lightning email templates by:clicking on the App Launcher in Lightning.scrolling past the list of apps to the list of object.click on Email Templates.
How do I edit an existing email template in Salesforce?
From Setup, in the Quick Find box, enter Email Templates , and then select Classic Email Templates. Click an email template name. Click Edit HTML Version.
How do I view Attachments in Salesforce lightning?
Open the Account in Salesforce Classic and you will see the Attachment record which was created in Step 2. Switch over to Lightning Experience and navigate to the Account. The attachment does not appear under the 'Notes & Attachment' related list.
How do I query Attachments from Mailmessage in Salesforce?
EmailMessage msg = [select e. TextBody, (select Name from Attachments) from EmailMessage e WHERE e.Id = '02s0m000000asfSAAQ' ]; System. debug(msg. Attachments);
Where does Salesforce store case Attachments?
If Salesforce Admin enables "Save Email-to-Case attachments as Salesforce Files" from Setup | Email-to-Case Settings, then the email attachments are stored as Files and are displayed in the 'Files' related list on the Case record.
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 send an email with an attachment template?
How to write an email with an attachmentDetermine what files you wish to send. ... Write the email's subject line. ... Compose the email's body. ... Attach the files. ... Review and send the email. ... Make sure the attachment is in an appropriate file format. ... Try to limit the attachment file's size. ... Consider sending a link instead.More items...•
Can I create a Gmail template with attachments?
Gmail only allows you to save the body of an email as a template, and not the attachments, but these can be added before sending just as with a normal email.