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
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