Activity Forums Salesforce® Discussions How can I send an attachment with an email template in Salesforce?

  • Nikita

    Member
    November 13, 2019 at 4:50 PM

    Hi Laveena,

    Attach a file to a Salesforce email template

    In Salesforce Classic

    • Go to Setup.
    • Under Administer, click on Communication Templates | Classic Email Templates.
    • Click on the name of the email template that you would like to attach a file to.
    • Click the Attach File button.
    • Complete the three steps and click the Done button.

    In Lightning Experience

    • Go to any object that has Email publisher available.
    • Go to the Email tab.
    • Select the Email template that you wish to add an attachment to by clicking on the Insert, create or update Template button.
    • Select Insert Template.
    • Click the Attach file button and select the file you wish to attach to the template.
    • If you would like to save this template with the attachment for future use, click Insert, create or update Template and select Save Template.

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