Good morning,
I am trying to change the default order of the attachment folders when sending an email from a case.
Another solution would be to add a screen telling users which folder to use
Thank you
#Email Settings #Send Email #Email Attachment
I have a record triggered flow on create. When a constituent fills out a form on our site, it creates a web form record. When the record is created the form itself is dumped as a pdf into files. Additionally, contacts and other objects are created and then an email goes out to specific users. The hope was to be able to attach the form that is linked to the web form record.
When I debug I see the Get ContentDocumentLink found records AND i see that the ContentDocumentLink is picked up within the action yet for some reason when the email is delivered there is no attachment. I browsed through the documentation and I am not sure I fall under any of the troubleshooting.
I thought maybe my job's Spam filter dropped the attachment so I tried other emails, like gmail, still no attachment? any ideas??
@Raquel Riemer - I had a very similar issue recently bringing in attachments from Formstack and associating with a SendBetterEmail... for me it was about timing. The submission of the form and the creation of the attachments were a few seconds apart... just enough to not be there yet when the flow was triggered. I had to build in a 1 minute delay to get the attachments and send the email. Hope this helps!!
I am working a case where my user cannot attach a Pdf file when replying an email. This is the error the user is getting: "We can't send this file because Content Deliveries isn't enabled either for you or for your Salesforce organization. Ask your administrator to enable Content Deliveries if you need to send files."
The "solutions" that I have tried but with no results are the followings:
The file that the user needs to send is 19M, in our setup we got this option enable:
Email Attachments > “Include as attachment up to 3 MB or as links if more.”
Therefore, I tried to Enable 'Create Public Links' from: https://help.salesforce.com/s/articleView?id=000317480&type=1
I searched within the System permission but did not find the one for “'Create Public Link”.
There is a note in that support page that says:
If the content permission is not available, make sure that you have “Autoassign feature licenses to existing and new users” and Salesforce CRM Content enabled first. If it still does not show up, then you may need to Create a Support Case to request Support to enable the Content Delivery setup on your organization. For more information, review Enable ‘Content Deliveries’.
I had checked the “Autoassign feature licenses to existing and new users”, and still couldn’t find the “Create Public Links”.
I am running out of ideas to solve this and we do not want to request the Enable Content Delivery to SFDC support because we understand that it can be solved in another way since with Admin User I was able to attach and send the file.
Could someone kindly suggest any other solution that I haven't tried? Thank you!
Hi Manish and @Divya Vudem, we ended up requesting Salesforce Support to enable Content Deliveries and then, the user was able to attached large and several small files.
I hope you can solve your respective problems!
Lightning For Outlook: User is able to attach an email, from Lightning For Outlook panel, on an Account but user cannot attach the email on another Account.
Considering that user has read/write sharing on both Accounts, which could be the issue?
What could prevent to attach an email on Account activity even if user have got read write access?
#Lightning For Outlook #Email Attachment
Hi all,
my customer (Salesforce Platform user license) is complaining that they cannot see the message "Attachment uploaded successfully" when they upload an attachment.
How can I check this issue?
#Attach File #Attachments #Email Attachment #Sales Cloud #Service Cloud
Thank you,
Giulia
Can you check debug logs with this specific user
Check this-:
https://help.salesforce.com/articleView?id=000313353&type=1&mode=1
Is user able to upload file?Is file visible on record?
Hello everyone,
I need your suggestions. I am quite stuck. I am building a flow and trying to move attachment from the Email Message Object to my Custom Object using ContentDocument Link object. Actually, when I log any email from my Outlook to Salesforce's Custom Object. The logged email is saved as Email Message on that Object's record and the email attachment is saved on Email Message. I want that attachment to be saved on the Object's record. Let me know if you have any suggestion to make.
Hello Team,
Does anyone know of any tools to help migrate word docs (with logos, headers/footers) into Salesforce Knowledge? Also is there an option to send an article in cases like an email attachment/pdf vs as a link?
Thanks,
Hari
I want to attach FILE to email attachment using apex, but after sending mail that related file attachment get corrupted , what is the actual problem? following is my code--
List<ContentDocumentLink> ContentDocumentLinks=[SELECT ContentDocumentId FROM ContentDocumentLink WHERE LinkedEntityId = :Id];
Id docid=ContentDocumentLinks.get(0).ContentDocumentId ;
system.debug('docid'+docid);
List<ContentVersion> ContentVersions=[SELECT Id,Title,VersionData FROM ContentVersion WHERE ContentDocumentId =:docid AND Description = 'Survey Invoice PDF'];
if (ContentVersions.size() > 0)
{
pdfBlob = ContentVersions.get(0).VersionData;
fileName = ContentVersions.get(0).Title;
existingRecord = true;
system.debug('pdfBlob....'+pdfBlob);
system.debug('fileName...'+fileName);
}
I want to attach FILE to email attachment using apex, but after sending mail that related file attachment get corrupted , what is the actual problem? following is my code--
List<ContentDocumentLink> ContentDocumentLinks=[SELECT ContentDocumentId FROM ContentDocumentLink WHERE LinkedEntityId = :Id];
Id docid=ContentDocumentLinks.get(0).ContentDocumentId ;
system.debug('docid'+docid);
List<ContentVersion> ContentVersions=[SELECT Id,Title,VersionData FROM ContentVersion WHERE ContentDocumentId =:docid AND Description = 'Survey Invoice PDF'];
if (ContentVersions.size() > 0)
{
pdfBlob = ContentVersions.get(0).VersionData;
fileName = ContentVersions.get(0).Title;
existingRecord = true;
system.debug('pdfBlob....'+pdfBlob);
system.debug('fileName...'+fileName);
}