Let Users Select Specific Email Attachments to Add to Salesforce

Reduce your company’s data usage in the cloud by letting users add only the attachments that matter to them to Salesforce records.

In Outlook configurations, Add Email lets side panel users add emails to Salesforce records, and automatically includes email attachments. Now you can let users add only specific attachments when you enable Side Panel, Add Email, and Allow users to select attachments.Outlook configurations with feature that allows users to add specific attachments enabled

When you enable Allow users to select attachments for your users, attachments aren’t included automatically when users add an email to a Salesforce record. Instead, users can select specific attachments they want to include when they click Add attachment icon in the side panel next to each attachment. Example of adding specific attachments to Salesforce records from the side panel