On which entities are email attachments from the Outlook Side Panel stored in Salesforce ?
|Knowledge Article Number||000204983|
|Description||Email attachments are stored in slightly different locations depending on which email icon is clicked in the Outlook Side Panel
Icon next to the Contact (who):
The attachment is added to the Task created on the Contact. If the Contact is associated with an Account the attachment is added to the Notes and Attachments related list on the Account and to the Task that is also created on the Account
Icon next to the Account (what):
The attachment is added to the Account in the Task that is created and added to the Notes and Attachments related list on the Account.
Icon next to a custom object or any other (what) type object:
The attachment is added to the Task created on the object selected only.