Friday, August 5, 2011

Handling of attachments in Salesforce

imageIf a user wanted the ability to create an e-mail with an attachment within Salesforce he/she unfortunately can’t have the attachment automatically created in the history for the record once they send the e-mail.  If the user wants to save the attachment with the email, they would have to manually go and actually attach the file in notes or attachments.  One may argue why would I want to add all attachments from e-mail and the counterpoint would be why wouldn’t you be given a productivity choice to from your CRM solution.

With Microsoft Dynamics CRM, users can easily have their e-mails tracked in CRM even if they include an attachment.  If you choose later not to track the attachment, you can delete the attachment from the e-mail history but not delete the e-mail itself.


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