Skip to main content
Topics#Data ManagementYoav Etgar's Question
Yoav Etgar asked in #Data Management
May 13, 2015, 5:19 AM

How can I attache a file or a mail to an account or opportunity ?

6 answers
  1. Roy Gilad (ARRNAV)
    May 13, 2015, 9:14 AM
    You can use the "Email to Salesforce" functionality. You can get to it by going to:

     

    [your name] > Setup > Personal Setup > Email > My Email to Salesforce

     

    Make sure you enter your email address and tick the opportunities section.

     

    Then when you email your client the email is attached to the lead/contact or opportunitiy.

     

    Or you can add a connector (you have for most main email provider), like this one:

     

    https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4xVrEAJ

     

    Also , please (and non-related), please join the Israli Salesforce user group:

     

    https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001oJ3CAI

     

    Thanks,

     

    Roy
Write an answer...
0/9000