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Email Attachments
It’s important to understand how access and sharing work for merge fields, email templates, and attachments.
Required Editions
| Available in: Lightning Experience |
| Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
- Enable Salesforce Files and Content Deliveries before you select and attach files from
Salesforce Files. Otherwise, you can only upload attachments, not select files from
Salesforce Files.
Note When you upload a file, it becomes part of Salesforce Files. - If you don’t have access to a file, you can’t attach it to an email or a template. We let you know if you need access, so you can ask the file’s owner.
- When you use an email template that has attached files, the files aren’t visible after inserting the template in an email.
- Use the Related Files link when adding an attachment. All the files that are part of the record appear.
- In Lightning Experience, you can customize whether to send files as links or attachments,
depending on the total size of all attached files.
From Setup, enter Email Attachments in the Quick Find box, then select Email Attachments under Email. You can include files as links, include them as links if they exceed 3 MB, or include them as files if the sent email is less than the Salesforce email size limit.
- If you select the option to include files as links when the email and attachments
exceed 3 MB, or if you use list email, the actual files aren’t attached when the email
is sent. Instead, a link to each file is attached to the email. When a recipient clicks
a link, it opens the corresponding attachment in Salesforce Files. For example, if you
attach two 1.7-MB files to an email and send it, the recipient receives the email with
two links attached to it.Note An email attachment sent as a link becomes publicly accessible. Public access allows anyone with the link to view, share, and download the file.
- Attachments that are sent as links in Lightning Experience don't expire automatically. You can expire the link manually.
- Attachments that are sent as links in Salesforce Classic expire after 30 days. You can expire the link manually.
- If you select the option to include files as links when the email and attachments
exceed 3 MB, or if you use list email, the actual files aren’t attached when the email
is sent. Instead, a link to each file is attached to the email. When a recipient clicks
a link, it opens the corresponding attachment in Salesforce Files. For example, if you
attach two 1.7-MB files to an email and send it, the recipient receives the email with
two links attached to it.
- When forwarding emails, the most recent version of the file is attached, not the version sent in the original email.
- Email attachments sent in Salesforce Classic can’t be forwarded in Lightning Experience.
- A file can be shared a maximum of 2,000 times.
This count includes how many times the file was shared with records, people, and groups. If a file is approaching the maximum number of shares, consider creating a public link or making the file public by posting it to your feed.
See Also
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