Hi, we recently identified two challenges related to email attachments sent from Salesforce and would like to understand how others are handling similar situations.
When an employee sends an email to a customer with an attachment, the file is also automatically uploaded to our Experience Cloud site. However, attachments larger than 35 MB are processed through Content Delivery, which generates a
public link to the file. This creates a security concern, as anyone with access to the link can potentially view and download the document.
We also face email delivery issues with large attachments. Many email providers, including Outlook, enforce attachment size limits of around 25 MB. As a result, emails containing attachments between 25 MB and 35 MB may
fail to be delivered to the recipient, even though they appear to have been sent successfully from Salesforce. In many cases, employees are unaware that the customer never received the email.How do you manage large file sharing with customers while maintaining security and ensuring reliable delivery?
- Do you use alternative file-sharing solutions?
- How do you prevent users from sending attachments that may exceed recipient limits?
- Do you have mechanisms to notify users when an email fails due to attachment size?
We'd be interested to hear about your best practices and any Salesforce-native or third-party solutions you've implemented.
#Email Deliverbility #Email Attachment #Salesforce Admin
@Vincent Laplanche This is a common challenge for businesses working with large files, especially when those files need to be shared through a public-facing Experience Cloud site.
One approach is to offload the files to a system built specifically for document storage and security. Instead of storing and delivering the files through Salesforce, you can keep them in SharePoint while Salesforce continues to manage the customer and business data.
Customers can log in to Experience Cloud and access the appropriate SharePoint files through secure links and controlled permissions. These links can be locked down, so only the required permissions are given to those who need it, instead of the public links you are experiencing currently.
sFiles connects Salesforce and SharePoint for exactly this type of use case. It supports file uploads, links, and access directly within Experience Cloud, so the files remain available to both your internal Salesforce users and external customers without being stored in Salesforce.
An additional benefit is reduced Salesforce file-storage usage, which can become very expensive when large files are uploaded regularly.