You can add a trigger on the Attachment object. In the Trigger check if the attachment is pdf and the parent object type is the one that you want to work on (In the example below I chose case Object). Then using soql to get the required data and send an email alert.
Full Answer
Can Salesforce send files in email as attachments?
"Salesforce can send files in email as attachments or links. This setting doesn't apply to mass email or list email."
How to set default email attachment size in Salesforce?
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. Include as attachment up to Salesforce email size limit or as links if more
How can my organization receive files from Salesforce?
Now they can receive files from Salesforce by editing their Email Attachment Settings in the organization. Note: This doesn't apply for List Email or Mass Email features. Note: Information in this article applies to both Salesforce Classic and Lightning Experience
How to attach files to email?
You can configure whenever you want to attach files as links or actual data in Setup > Email > Email Attachments. Here we have the attachment list ready. Next, we can continue with the single email message.
How do I attach a PDF 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 send an email with an attachment in Salesforce?
In this case, to send the email, we will use the Messaging. SingleEmailMessage class. It has the method called setFileAttachments which we will use attach the files we want to send along. This method accepts the list of Messaging.
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.
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 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 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 create a PDF in Salesforce lightning?
Follow these steps:Create Lightning component to accept an external method and invoke it on button click.Embed Lightning component within Visualforce Page.Passing in-memory data within the lightning component to VF Page Controller.Generating PDF.
How do you attach a document to a Facebook comment?
To do so, go to the page, click About on the left side, go to the More Info area, click Add Menu and select the PDF of your menu. You can also share a PDF file with the other people in a Facebook Group. To do that, go to the Group page, click the More button, select Add File and choose the PDF document to upload.
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 are my PDF attachments sent via SF coming through as .html files?
When sending an email with attachments form Jobscience the recipient sometimes sees the attachments as HTML files instead of the original format. This means that the files size for the attachments is too large. Either reduce the number of attachments or reduce the size of the files.
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.
1. Create Email Template for attachment
Create a email template using html. You can add styles using html and css in email template.
2. Create Email Template for cover letter or email body
Create a email template for email body of email which need to be sent to customer/user.
3. Create Apex Utility Class for sending email
Let us create a apex class which will send email to customer/user. For this we can use below classes.
What should each attachment have in email?
Finally, each of this attachment objects should have the name, body, and content type to correctly display it in the email.
How to create email templates in Salesforce?
To do so, go to the Setup > Email > Classic Email Templates and click New Template. Choose Custom (without using Letterhead), select folder, check the Available For Use box, give it a name and subject .
How to create a lead in Mailchimp?
This task required us to perform the following actions: 1 Create the Lead object if he does not exist yet 2 Query all the specified attachments and send them via email to the Lead to make sure that the email is correct 3 Save sent email as the Lead activity for the sales team 4 Subscribe Lead to the MailChimp list if he checked the GDPR field 5 Remember Lead’s browser so that he could download attachments without filling the form in future to improve the user experience
Can you retrieve body file data in Salesforce?
Note: We can use inner joins in queries to get the list of attachments straight away, but Salesforce does not allow us to retrieve Body file data inside them.
Can you compose email in HTML?
We can compose the email content both in the plain text and HTML right in the Apex class .
Can you record an email out as an object's activity?
If you know the Lead or Contact Id, you can record the email out as the object’s activity like
Does Salesforce have email templates?
Besides the custom templates, Salesforce provides the functionality to set the sender email address as well via the organization- wide email address settings.
