Guidelines for Logging Email Attachments in the Outlook Integration

General

• In Lightning Experience, attachments are added as files to Salesforce.
  • To make attachments available in the Attachments section of a logged email, set up the Outlook integration to log emails as email messages.
  • To make attachments available in the Files section of the Salesforce Email page layout, set up the Outlook integration to log emails as tasks. To add the Files related list to your reps’ email page layout customize the page layout in Object Manager.

• To log attachments automatically when using the Outlook integration and Log Email on Send, make sure that your reps select the Always save email attachments option in their My Email to Salesforce settings. If this option isn’t selected, attachments in emails sent using Log Email on Send aren’t automatically included with the logged email. Alternatively, reps can log email attachments manually from emails in their Sent folder.
• To add an attachment to a Salesforce record, ask your reps to add the attachment as a file.

Outlook Integration with Einstein Activity Capture

• To log attachments automatically, make sure that your reps send emails from Salesforce.
• To log attachments manually, make sure that Einstein Activity Capture is disabled. For more information about Einstein Activity Capture, see Salesforce Help.

Email Attachment Size Limitations

• In Lightning Experience, the size limit for email attachments is 2 GB, with a per file attachment limit of 5 MB. For each matching record, attachments sent with the email are duplicated.
• In Salesforce Classic, the size limit for email attachments is 25 MB.
• If your reps have Einstein Activity Capture and send emails from Salesforce, they can include up to 50 email attachments per email.