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Guidelines for Logging Email Attachments in the Gmail Integration
Make sure that you understand how the Gmail integration works with email attachments.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available with Sales Cloud, Service Cloud, and Lightning Platform in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
General
- In Lightning Experience, emails are logged as email messages and attachments are saved as file records. When using Log on Send, users can choose to include attachments, which automatically logs all of the attachments. When logging a sent or received email, users can individually select which attachments to save.
- Reps can find their email attachments in the Files related list of the Salesforce Email page layout. To add the Files related list to your reps’ email page layout customize the page layout in Object Manager.
- To add an attachment to a Salesforce record, ask your reps to add the attachment as a file.
Gmail Integration with Einstein Activity Capture
- To log attachments automatically, make sure that your reps send emails from Salesforce.
- To log attachments manually, make sure that Einstein Activity Capture is disabled. For more information about Einstein Activity Capture, see Salesforce Help.
Email Attachment Size Limitations
- In Lightning Experience, the size limit for email attachments is 2 GB, with a per file attachment limit of 5 MB. For each matching record, attachments sent with the email are duplicated.
- In Salesforce Classic, the size limit for email attachments is 25 MB.
- If your reps have Einstein Activity Capture and send emails from Salesforce, they can include up to 50 email attachments per email.
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