Formyoula Guides đź“–
Formyoula Guides đź“–

Importing and Attaching Salesforce Files To Email Templates

In this guide, we will explain how to Import and Attach Salesforce files to Email Templates.

  1. Initial Setup:
  • Drag and drop a “Salesforce Select” field onto your form.
  • Rename the field as needed.
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  1. Configuring The “Salesforce Select” Field:
  • Click the pencil icon on the “Salesforce Select” field.
  • Set the "Object" option as shown in the screenshot.
  • Rename the “Button Label” as needed.
  • Set “Display Additional Fields”.
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  1. Establishing an Email connection:
  • Click the "Add" button under the "Connections" column or press on the "Create a Connection" button under the "Next Step" column or select "Add/ Edit Connections" from the "Actions" list.
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  • Select "Email" from the available connections list and click "Create Connection".
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  • Fill in the email ID “To Email”.
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  • Subject the email as needed.
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  • Select the “Salesforce Select” field in the “Salesforce File Attachment Field” option.
  • It will import and attach the Salesforce file to the Email template.
  • Save all the changes.
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  1. Test The Form:
  • Select a Salesforce file on the form and submit it.
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  • The selected Salesforce file will be imported and attached to the email template.
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For any questions, please contact us - [email protected] or the Formyoula in-app chat. 🙂