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Can you set Outlook to send an email at a specified time?
Delay the delivery of a message While composing a message, select the More options arrow from the Tags group in the Ribbon. Under Delivery options, select the Do not deliver before check box, and then click the delivery date and time you want. When you’re done composing your email message, select Send.
How to add email attachments to Salesforce Records?
You can add important Outlook emails related to Salesforce records from the Salesforce Side Panel. You need the following User permissions: To display the Salesforce Side Panel in Outlook To add Outlook emails including attachments to Salesforce records, add email in your Outlook configuration and enable Email to Salesforce from Salesforce setup
Where do I find emailmessage object in Salesforce?
But only the EmailMessage record appears on the email detail page. For emails added from Web-to-Lead, Salesforce for Outlook, and Lightning for Outlook, Salesforce stores the emails as task records, even if you have Enhanced Email enabled. Custom currency fields aren’t supported with the EmailMessage object.
Is there a size limit for attachments in Salesforce?
” If you select the Always save email attachments checkbox in your Email to Salesforce settings, attachments are automatically saved on emails you send to Salesforce using the Salesforce for Outlook Add Emails or Send and Add buttons in Microsoft® Outlook®. The size limit for an attached file is 5 MB when attached directly to the related list.
What can you do with Outlook and Salesforce?
The Salesforce integration with Outlook is one of a suite of products that give sales reps the power to work from their email applications, while keeping Salesforce data up to date. The integration provides Salesforce data directly within Outlook, and the ability to log emails and events to Salesforce records.