Upcoming Mandatory Changes to Public Key Infrastructure (PKI)

Salesforce Enforces New Security Requirements in Summer 2026

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Best Practices to Send Presentations in Emails

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Best Practices to Send Presentations in Emails

Follow this guidance when you create presentation source files to send in emails in Life Sciences Customer Engagement.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.

In ZIP source files for presentations, also include a PDF file of the presentation. The PDF file is sent as the email attachment.
To make the page or presentation file mandatory, add the required__ prefix to the file name in the email template ZIP file. If the presentation is marked as required, users can’t deselect the attachment when they send an email that uses the template.
When an admin user uploads a PDF or ZIP file, the files are uploaded to Salesforce. When the PDF is less than 3 MB, it’s attached to the presentation page record by default. For files that are larger than 3 MB, add the PDF file to the presentation page’s files manually.

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