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Update the ‘email attachment’ settings to send it as files or links

Дата публикации: Nov 11, 2022
Описание
This document will explain how to edit the attachment settings for your emails in your organization to send as a file or as links.

Recipients who subsequently click on the attachment link may see a message asking them to contact the email sender to view the attachment. Now they can receive files from Salesforce by ​editing their Email Attachment Settings in the organization.

Note: This doesn't apply for List Email or Mass Email features.
 
Решение


Note: Information in this article applies to both Salesforce Classic and Lightning Experience


Edit Email Attachment settings from Setup


In Salesforce Classic

  1. Click on Setup.
  2. In the Quick Find box, enter email attachment.
  3. Click on Email Attachments under Email Administration.
  4. Make a selection on the right side under 'Default Behavior for Email Attachments.'
  5. Click Save.

In Lightning Experience

  1. Click on the gear icon and click Setup.
  2. In the Quick Find box, enter email attachment.
  3. Click on Email Attachments under Email.
  4. Make a selection on the right side under 'Default Behavior for Email Attachments.'
  5. ​Click Save.


The available selections for step 4 are:

  • Always as links
  • Include as attachment up to 3 MB or as links if more
  • Include as attachment up to Salesforce email size limit or as links if more
Note: The size limit for an email is 35 MB, including all headers, attachments, encoding, and body. There is a per file attachment limit of 25 MB. For each matching record, all attachments that are sent with the email are duplicated, which affects your data size limit. Any attachments that aren’t added are listed in the confirmation email that you receive from Salesforce.
Номер статьи базы знаний

000384079

 
Загрузка
Salesforce Help | Article