Add an Attachment to an Email Template in Salesforce Classic
To attach a file to every email that uses an email template in Salesforce Classic, add
the attachment to the template. Attachments in mass emails are sent as links rather than as
files.
Required Editions
Available in: Salesforce Classic
Available in: All Editions
Mass email not
available in: Personal, Contact Manager, and Group Editions
HTML and Visualforce email templates not available in: Personal
Edition
User Permissions Needed
To create or change public email template folders:
Manage Public Classic Email Templates
Note Text email templates can be used, but not created, in Lightning Experience.
Choose one of these options.
If you have permission to edit public templates, from Setup, enter Email
Templates in the Quick Find box, then select
Email Templates.
If you don’t have permission to edit public templates, go to your personal settings.
Enter Templates in the Quick Find box, then select Email
Templates or My Templates—whichever one appears.
Select a template.
Click Attach File from the email template detail page.
Choose a folder and click the document name, or search for a document by clicking
Search in Documents and entering the file name. Alternatively, click
My Computer to attach a file from your computer.
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.