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Marilyne P
Storing an attachment when sending an email from salesforce
Hello,
When i send an email with attachment from contact or account, the attachment is not saved in the email.
What are standard solution i can use in salesforce and what are its negative impacts ?
Thank you
When i send an email with attachment from contact or account, the attachment is not saved in the email.
What are standard solution i can use in salesforce and what are its negative impacts ?
Thank you
Idea: Email Attachments should be saved to Salesforce: its only possible to save email attachments within Salesforce by using the Outlook plugin OR doing manually from within salesforce.
https://success.salesforce.com/ideaView?id=08730000000bEDlAAM
This would eliminate a fair amount of duplication of effort (ie. uploading the attachment in the e-mail, and then uploading it AGAIN to the object - case, opportunity, account, etc)
Idea: 6 years ago, 4,900 Points = 492 Votes | 7 Merged Ideas ... zero comment from the Salesforce team.
You need to pay perhaps: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wGaqEAE
... and it is not the panacea ( "App is broken and vendor is a ghost" )
This one is free, Send an Email Plus (Free): https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5kQJEAZ
(2014 and the installation failed now).
Or you build a Visualforce page + controller (instead of a free ready-to-use app). That was our solution.