Automatically store Attachments when I send emails

posted May 16, 2016, 10:55 AM by Ezra Kenigsberg   [ updated May 16, 2016, 10:57 AM ]
Q: "How do I make Salesforce automatically store Attachments when I send emails?"

A: There's unfortunately no way to do this automatically through the native Salesforce UI. Diving into workarounds:
  1. USE OUTLOOK FOR SALESFORCE. Last year, Salesforce Product Manager Kristie Garafola said:
    In Winter 15 all email attachments are saved when admins set up Outlook Configurations in Salesforce>Setup to "Side Panel" = enabled and "Add Email" = enabled. If they also pick "Allow users to select attachments" = enabled, Outlook users will be able to pick which attachments get into Salesforce when sending an email, using the Side Panel.

    We are currently looking into saving attachments via the UI, but have no firm ETA for delivery at this time and will post again when we have more information. [Don't hold your breath.]

  2. USE A WORKAROUND. Salesforce's help topic Guideline for Sending Email in Salesforce Classic says:
    To save an attachment that was sent with an email, associate the attachment with the email later, or send the email with the attachment to Salesforce via Email-to-Case, Email-to-Salesforce, On-Demand Email-to-Case, or Salesforce for Outlook.

    Attachments that are sent as links are stored for 30 days.

  3. VOTE FOR THIS AND WAIT. This strikes me as a mighty #TrueToTheCore kind of request!
This can also be done with various third-party tools that extend the Sales, Service, and/or Marketing Clouds.
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