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VRKVRK 

How to attach Opportunity attachments / Files to Email Templates

Hi All,
We got below requirement from Business :

Display field details in the email alert
 
  • Opportunity Name
  • Account Name
  • Opportunity Owner
  • Amount
  • Close Date
  • Any attachments uploaded in Salesforce
  • Note: these emails will be going to contacts who do not have Salesforce accounts so all information above needs to be fully viewable in the email and the email needs to provide access to all attachments
I verified, there is no option to  adding existing opportunity records to the email templates .

Please let me know if anyone have idea, How to acheive this functionality.

Thanks
VRK
 
AnkaiahAnkaiah (Salesforce Developers) 
Hi VRK,

As per salesforce out of box functionality, Currently its not poossible to send attacments of object records in the email template.

Please upvote the below idea exchange and it will be coming in the future release.
https://ideas.salesforce.com/s/idea/a0B8W00000GdiuUUAR/include-attachments-on-an-object-on-an-email-template

If this helps, Please mark it as best answer for future references.

Thanks!!



 
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