in Record

About

Record attachments on inbound or outbound emails to Salesforce using the Side Panel. Attachments are saved to either the Notes & Attachments or Files object in Salesforce as a single item and related to multiple records, depending on the user’s Salesforce configuration.

 

Additional Resources: Users can preconfigure default behavior for recording Attachments in the Preferences Pane. Refer to the Edit Preferences section of this User Guide for more information.

 

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Recording an Attachment to Salesforce 

Select or compose an email containing at least one attachment. Note that the Side Panel includes Attachments in the Search Results. Click the Expand icon to view the list of attachments on the email.


Select the record(s) to relate the email to in Salesforce. Then click the Attachments checkbox for the attachment.


Tip: Users must select at least one record to relate the email to in Salesforce before the attachment can be recorded.


Note that the attachment is listed in the Related to Salesforce section. The file will be uploaded to Salesforce and related to all of the listed records when the email is recorded. Attachments on inbound emails are recorded in real time when Relate to Salesforce selections are made. Attachments on outbound emails are recorded when the email is sent.


Deselect the Related to Salesforce checkbox to remove the attachment from Salesforce.

 


Tip: Users can record files from anywhere on the desktop to a single Salesforce record. Click on the file and hold the left mouse button down. Drag the item to any paperclip icon in the Side Panel and release the left mouse button. The attachment will be recorded to the selected Salesforce record.

 

 

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