Go to Email Templates (accessible via App Launcher). Open any Email Template record. Go to Related list. Under Files, click on Add Files to attach files to the email template.
Full Answer
What is singleemailmessage in Salesforce contacts?
Contains methods for sending single email messages. SingleEmailMessage extends Email and inherits all of its methods. All base email ( Email class) methods are also available to the SingleEmailMessage objects. Emails sent via SingleEmailMessage count against the sending organization's daily single email limit.
How to send email through Salesforce email Template Builder?
Set Up Send Email Through Salesforce Guidelines for Using Email Template Builder Enable Email Security Compliance View Email Engagements on Email Records Select an Email Template When You Compose an Email Enable the Enforce Email Privacy Settings Preference Considerations for Using Visualforce Email Templates with Guest Users
How can I improve the deliverability of emails sent through Salesforce?
Set Up Social Accounts, Contacts, and Leads Hide Social Network Profiles on Accounts, Contacts, and Leads Explore Email and Calendar Integration Products Test the Deliverability of Emails Sent Through Salesforce Troubleshoot the Email Action Confirm That Record Layouts Are Using the Correct Email Action
How to integrate Salesforce with Outlook?
Pin the Salesforce Panel in Outlook Desktop So It’s Always Open Considerations for Outlook Shared Folders in Outlook Integration Gain Speed and Consistency with Email Templates Use Lightning Email Templates in Outlook and Gmail
How do I attach a document to an email in Salesforce?
Attach a file to a Salesforce email template Go to Setup. Click on the name of the email template that you would like to attach a file to. Click the Attach File button. Complete the three steps and click the Done button.
How do I link a document in Salesforce?
Create a folder on the Documents tab to which all users have access.Upload the document to that folder.From the Documents tab, choose the folder and click Go.Click View next to the document.Use everything after the domain portion of the URL to create your custom link.
How do you attach an email template in Apex?
Go to Setup-> search 'template' -> choose 'Classic Email Templates'-> click on 'New Template' button. Select Visualforce option for 'type of email template'. Enter template name, keep the other defaults. For this example, we use 'Test Account Alert Email'.
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 query related files in Salesforce?
Steps to enable the permission for users:Set Up > Permission Set > New.Enter in the preferred details.Click Save.Click App Permissions.Click Edit,Navigate to "Query All Files".Check the "Query All Files" checkbox.Click Save.More items...
What is content document link?
ContentDocumentLink: This object will share the files with Users, Records, Groups, etc. You can create multiple records to attach the same files between various records. This object store files parent id in the LinkedEntityId field.
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 add a record link in an email template in Salesforce lightning?
Learn how to add a hyperlink to an image or text in email templates....Salesforce: Email Template with HyperlinkCreate the email template. Create the email template as per normal, add all merged fields needed.Case Number hyperlink. ... Account Name hyperlink. ... Sending Email.
How do I send an email template in Salesforce?
If you need file access, we let you know.Open the record from which you want to send email.Click the Activity tab, then click the Email tab.To insert a template, click the Templates icon. Select the template you want and its contents appear. ... Edit your email as needed, then preview and send.
How do I change email attachment settings?
Click on the gear icon and click Setup.In the Quick Find box, enter email attachment.Click on Email Attachments under Email.Make a selection on the right side under 'Default Behavior for Email Attachments. 'Click Save.
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 you attach emails in Salesforce?
Add emails and attachments in Salesforce when you use Outlook or Gmail Integration. Using Outlook Integration or Gmail Integration, email attachments are added to records in Salesforce as Files, on the Salesforce record representing that email.