Using FTP Attachments® Send Email Beta Functionality
- Content Writers
Overview: Using Send Email Beta functionality of FTP Attachments® you can send email from Salesforce which contains attachments you have attached as FTP Attachments® . This not only enables you to send emails with attachments but also large attachments can be sent as link. This is very useful for large attachments, because most mailboxes accept only certain maximum size of attachments. Also when end user wants to view the email he has to download entire attachment while downloading the email which may take time and bandwidth and may not be necessary. So only user requires to see the attachment that will can be downloaded by the user.
The emails sent out from Send Email Beta functionality can be sent either through Salesforce API or your own SMTP server. If you use Salesforce API to send email attachments can be sent only as links because currently Salesforce API does not accept attachments. If you need to send any FTP Attachments® as attachment in the email please use SMTP option.
Send Email Beta functionality is currently into beta version and we recommend testing it thoroughly and be alert while using this functionality in your production environment. Please feel free to contact us and suggest more functionality at support@orektic.com.
Configuring settings for Send Email [Beta]: Sign up with your FTP Account and select FTP Attachments® Pro Subscription Settings Email Settings. You need to configure these settings only once, till the time you don’t need to change them.
Salesforce User: Make sure that you are entering correct Salesforce User. These credentials are very important to fetch data from your Salesforce account. When you send any FTP Attachments® as a link in email, when the recipient of the link tries to open the link these credentials are used to access the attachment. It is necessary that user user name and password supplied here has rights to the FTP Attachment® which are sent out
Guidelines for Send Mail
To: Receiver of the mail
Cc: Carbon copy of mail will be sent to all the recipients listed here
Bcc: Blank Carbon copy of mail will be sent to all the recipients listed here, but they will not be able to see the names of other recipients.
Subject: Subject of your mail – brief 5-6 word description of the email you are sending which user can see without even opening the email
Send Mail Through: You can send email through either Salesforce or SMTP Server. Select the option depending upon your choice. NOTE: Salesforce does not allow sending files as Attachments. Instead, you can Send Email through SMTP server to do so.
Record to Salesforce: If you check this checkbox, the email you send is automatically listed in the Activity History related list of the object
Preview: Preview your mail before sending
NOTE: Make sure to add Activity History to the page layout of the object under Related List Section
SMTP Server Settings:
SMTP Server: Name or IP address of the SMTP server you want to use
Login: Login ID for the server specified
Password: Password for the server specified
Confirm Password: Re-type your password for confirmation.
Port: Port no. used to connect to your SMTP Server for communication.Default for SMTP is 25
From Email: Default name of the sender. Please enter correct settings for SMTP server. These settings are used to send email through SMTP server. So if invalid data is entered, mail will not be sent
Max.File Size(MB): Maximum File Size of the attachment is to be uploaded, applicable when you want to send attachment as a file. Any single file cannot exceed this limit.
Max.Total File Size (MB): Maximum Total File Size for all attachments to be uploaded, applicable you want to send attachment as a file. If total size of all the attachments being sent exceeds this limit user will not be allowed to add more attachments in the Send Email Beta functionality.
In How Many Days Attachment Link Will Expire?: In how many days attachment link should expire. Default is 30 days.
Base URL for Attachment as a Link: Enter Base URL of the FTP Attachments® application is installed; this is the main URL which will be visible to the email recipients.
These settings are used when you attach files as an Attachment or as a Link to send through email. By setting Link Expiration Date you can restrict your email receiver from using the attachments after expiration date. After specified days receiver will not be able to download attachment from link. After configuring settings in your FTP account, now you are ready to use Send Email Beta feature.
Using Send Email Beta functionality: Make sure you have created the custom link or button “Send Email” and added it to the page layout of the object through which you want to Send Email. You can use our Custom Link Manager to generate link.