What you should do is in the Workflow rule have a field update as workflow action on a certain custom field that will initiate the trigger. In trigger code, based on the value changed from Field Update you can query the email template and add an attachment to it. Hope that helps.
- 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.
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.
Where are Gmail emails stored in Salesforce?
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.
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 to get email attachments from Outlook?
Attachments that come from outlook are associated with the contact who sent email. So you need to take contact id from email, and then fetch attachments for that contact. Hope this helps. its not about the contact . then manually I am changing the case status to close and give reply to email with some attachments.
How do I send an email with an attachment in Salesforce flow?
Step 1: Create a Welcome Email Template. ... Step 2: Create an Email Alert. ... Step 3: Salesforce Flow – Define Flow Properties. ... Step 4: Salesforce Flow – Formula to Determine Whether the User Record is Created or Updated. ... Step 5: Salesforce Flow – Using Decision Element to Check the IsActive Field.More items...•
How do you attach a file in workflow?
Adding attachments to workflowsGo to System Configuration > Platform Configuration > Workflow Designer (Advanced)Open a new Workflow process or an existing one for the Incident object.Click the Attachment icon to add an attachment file.Apply the Attachment Configuration.More items...
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.
Can you attach a PDF to a Salesforce email?
To attach PDFs (or any attachments) in emails, you'll need to contact SF Support team to enable Attachments for your org. You can then use the "AttachFile" AMPscript function to attach PDF files in your emails.
How do you attach a file in SAP workflow?
Step-by-step guideCreate a document repository. ... Deploy proxy-bridge application. ... Access CMIS URL. ... Access the document repository. ... Access a particular document from the repository. ... Accessing the document from SAP Cloud Platform Workflow task UI.
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.
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 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.
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 a Salesforce Marketing Cloud email?
To attach a file from a separate website, include the full URL of the site in the AttachFile AMPscript function. For a Marketing Cloud FTP attachment, enter the name of the file located in the Import section of your FTP site. For a portfolio document, insert the external key for the file.
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...•