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Sending record attachments with email

Organizations often maintain documents attached to data records, in the record's Notes and Attachments related list in Salesforce. For example, you might attach a job applicant's resume and cover letter to the applicant's Contact record, or the Proposal or Service Level Agreement documents to each Opportunity record.

When generating email messages with content from such records, you might need to include the record attachments with the email. For instance, you might want to send a job applicant's resume and cover letter to an evaluator on your team. Apsona's Document and Mail Merge add-on lets you include such record attachments with sent email.

The process for generating email messages using the add-on is described elsewhere. To include specifically-named attachments with an email, you need only tell the email generator what pieces of text should be used to uniquely match the attachment name, as follows.