When I add emails to Salesforce for Outlook (Retiring), how can I include email attachments?

Important Full product retirement for Salesforce for Outlook is scheduled for December 2027. See Salesforce for Outlook Retirement. To keep integrating Microsoft Outlook with Salesforce, check out our next-generation products: the Outlook integration and Einstein Activity Capture. See Move from Salesforce for Outlook (Retiring) to the Next-Generation Products.

• You and your administrator enable the correct settings.
• Salesforce has enough space to store the attachment.
• The attachment file size doesn’t exceed Salesforce general email limits.

When you add an email to Salesforce, the email is added as a new task. When you add email attachments using Salesforce for Outlook or Email to Salesforce, attachments are included on the Attachments related lists. When you add attachments using Outlook integration, attachments are added to your Salesforce Files.

Depending on how your administrator configured your settings, you can add email attachments to Salesforce in one of several ways.

If you’re using	You enable	Your administrator enables	Add attachments to Salesforce like this
Outlook integration	Outlook integration in supported versions of Microsoft® Outlook, by selecting Manage add-ins. If the integration isn’t available, add it from the Microsoft® AppSource Store or ask your email admin to add it for you. In Salesforce, set your preferences in My Email to Salesforce in your Email settings, with Always save email attachments selected	Outlook Integration and Email to Salesforce in Salesforce Setup	After you select to log the email to Salesforce from Outlook, select the option to include attachments.
Salesforce for Outlook with side panel		Side Panel and Add Email in your Outlook configuration	Automatically, after you add an email to Salesforce from the side panel.
		Side Panel, Add Email, and Allow users to select attachments in your Outlook configuration	When you select after you add an email to Salesforce from the side panel.
Salesforce for Outlook without side panel	Email to Salesforce in your Email settings, with Always save email attachments selected	Email to Salesforce in Salesforce Setup and an active Outlook configuration that includes you	Automatically, after you add an email to Salesforce using the Add Emails or Send and Add buttons in Outlook.
Email to Salesforce	Email to Salesforce in your Email settings, with Always save email attachments selected	Email to Salesforce in Salesforce Setup	Automatically, after you send the email to your Email to Salesforce address.
Gmail Integration	Gmail integration in your G Suite Gmail account. If the integration isn’t available, add the Chrome™ extension from the Chrome Web Store.	Gmail Integration in Salesforce Setup	After you log the email from Gmail, select the option to include attachments.
Salesforce Inbox	The Salesforce Inbox application on iOS™ and Android™ devices. If the application is not available, get it from the App Store or Google Play Store.	Salesforce Inbox in Salesforce Setup	When you log an email to Salesforce, any attachments in the email are logged.