Store Email attachment in Salesforce and also make this optional - Ideas - Salesforce Trailblazer Community
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Store Email attachment in Salesforce and also make this optional

Email & Email Templates



When I create an email with an attachment, and after I send it, the attachment is not associated with the email in the history. This is true both for files attached from My Computer as well as those from a Document folder. If I want to save the attachment with the email, I have to go and actually attach the file in notes and attachments, but there is not an easy way to link the attachment to the email in the Activity History. This extra step is a pain, and you lose information because you can't link from the email to the attachment, like you can if you send the email with attachment using Outlook Edition. It would be great to add a checkbox to the attachment list to cause the system to save the attachment along with the email and place a link to the attachment for future reference.

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Latest Comment from Salesforce

  • Damien Joly - 1 year ago

    Compiling and bubbling up all of Salesforce's input on this topic so far... note that in orgs where EnhancedEmail's turned on, composing an email in Lightning that includes attachments now results in the email getting logged along with all of its attachments, to get a high-fidelity representation of the actual email. Users can delete files after the fact if they wish to not store certain files in Salesforce.
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