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Paula Kern 4 Send email from opportunity and have response email download the attachment to the opportunity that originally sent the email
Extreme newbie here. I need to be able to send an email to person from an opportunity and then when the user responds download the attachment Is there any code out there for this? Any help would be greatly appreciated
Correct me if am wrong.
Do you intend to send an email from Opportunity where recepient should have an option to download the attachment of the Opportunity?
If this is user case then create a URL field on Opportunity. When you attach the file under file Update the External Sharing Link in the URL field. Include the Field in the Email template. When User Click on the link and download the attachment.
Regards,
Avishek Nanda
If your user are using salesforce to Outlook. It can be done. Please find this article.
https://help.salesforce.com/articleView?id=Why-is-my-email-not-attaching-to-the-Opportunity-record-when-using-Email-to-Salesforce-or-Salesforce-for-Outlook&language=en_US&type=1
Else you can write a email services code.
let me know if this helps.
Regards,
Avishek Nanda