Add Emails and Attachments to Salesforce Using Outlook Integration or Gmail Integration

When using Salesforce Outlook Integration or Gmail Integration, email attachments are stored in Salesforce as Files. The behavior differs based on the integration type, the email representation used (Tasks vs. Enhanced Emails), and the Salesforce experience (Classic vs. Lightning Experience).

Gmail Integration and Email Attachments

Gmail Integration always represents Gmail emails as Salesforce Enhanced Email records. Gmail email attachments are stored in Salesforce as Files on the Enhanced Email record. To make attachments visible in Salesforce, you may need to expose the Files section on the Enhanced Email and/or Task page layout. See the Additional Resources section for guidance.

Outlook Integration and Email Attachments

Salesforce Outlook Integration offers two ways to represent Outlook emails in Salesforce:

Using Tasks

When emails are logged as Tasks, attachments are stored on the Task record. The location where Files appear in Salesforce depends on whether you are using Classic or Lightning Experience.

Using Enhanced Emails (Recommended)

Enhanced Emails is the preferred and recommended representation for Outlook emails. It gives Outlook users the additional option of logging an email into Salesforce while composing it in Outlook — on top of logging emails from the Outlook inbox and sent items folders.
To enable Enhanced Emails, a Salesforce administrator must:

1. Go to Setup | Outlook Integration settings and turn on Enhanced Email.
2. Enable Email-to-Salesforce in the org.
3. Instruct users to add their Outlook email address to the allowlist in their Email-to-Salesforce settings.

Once enabled, Outlook email attachments are stored as Files on the Salesforce Enhanced Email record.
Note: This article applies to both Salesforce Classic and Lightning Experience. How Files appear in Salesforce may differ by experience and by the email representation used (Tasks vs. Enhanced Emails).