Click on Setup. In the Quick Find box, enter email attachment. Click on Email Attachments under Email Administration.
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.
Should I use Outlook or Salesforce email logs?
The latter is preferred and recommended: it also gives Outlook users the additional option of logging an email into Salesforce right as they are composing that email in Outlook, on top of being able to log emails from the Outlook inbox and sent items folders.
How to send user initiated email interactions in Salesforce?
Send a User Initiated Email Interaction Pre-populate Smart Capture Fields with Salesforce Data Supported File Types in Portfolio Select Audience Set Start and End Dates for Shared Items in Enterprise 2.0 Subscribers on a Marketing Cloud Suppression List Subscriber Properties Access Locations Email Studio Resources Start a Microsite Interation
How do I represent outlook emails in Salesforce?
Outlook Integration has two ways to represent Outlook emails in Salesforce: Tasks, or Enhanced Emails.
How do I view email attachments in Salesforce?
Go to the Salesforce Setup menu and under Customize click Activities | Task Page Layout.Click Edit under the Action next to the Page layout.Click Related Lists and on the right-hand side, you should see the Attachments field.Drag and drop it to the Related list section on the page and save it.
Where are email attachments stored in Salesforce?
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 save an email attachment in Salesforce?
0:070:44Save Emails and Attachments to Salesforce - Outlook - YouTubeYouTubeStart of suggested clipEnd of suggested clipSelect which contact or lead you want the record to be associated with. And then select the relatedMoreSelect which contact or lead you want the record to be associated with. And then select the related record to attach the file just scroll down and select the attachment.
How do I view attachments in chain of emails?
In Office 2016, make sure "Show as conversations" is checked on the View Tab. Then next to the email you will see a pop out arrow, click it to see the entire email chain and the attachments you are looking for.
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 find the Attachment object in Salesforce?
To see all attachments on a record, ensure that the Notes & Attachments related list is added to each of your page layouts. To do this, click on Setup, open the Object Manager and select the Object you'll be using.
Can you save email in Salesforce?
If you use Gmail or another web based email service, Salesforce has a feature that will allow you to save your emails related to leads, contacts and open opportunities.
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.
How do I save an email from Outlook to Salesforce?
In MS Outlook, find the email message you want to save in Salesforce. 3.2. 2. Drag-and-drop the message to the dedicated “Salesforce Emails” folder, or alternatively right-click > Move > Salesforce Emails folder.
How do I retrieve an email attachment?
A. Yes, click on the Folder tab, select Recover Deleted Items, select the attachment you want to recover. Click Recover Selected Items, the attachment will be restored in Deleted Items Folder and now you can move it to any other folder.
How do I find attachments in a forwarded email?
In OutlookDouble-click the message that contains the forwarded attachments.Double-click one of the attachments to open it. Repeat for each attachment.Choose the action to take with the items. You can save the attachments locally or in your mailbox or even forward them to other recipients.
Why can't I find the attachment in my email?
If you can't see attachments in an email, close Outlook and re-open it, then view the email again. Sometimes this can force the program to redownload the files from the server. Check your internet connection.
HTML links in Mass Emails (Classic Only)
With the mass email feature, it’s possible to send files as attachments; however it’s important to know that if your email attachments are coming in as .html attachments, it is because you’re using an email template with an attachment.
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.
HTML links in Single Emails
If attachments are being sent as HTML links when you send emails through the 'Send an Email' button on a Salesforce Classic UI or 'Email' publisher actions on Lightning Experience UI, it is because of the settings selected under Email Attachments.