Salesforce: Ability to Sync Attachments For Emails

  • Updated
This article has been deprecated because it contains information that is over four years old. For up-to-date information, see Making attachments visible in an email in Salesforce.

 

Prior to Riva 2.4.27, Riva syncs emails from Exchange to Salesforce as tasks so that they appear in the activity histories of the parent record of linked items.  The effect of this is:

  • If Riva syncs an email using the "- Create New Email" drop folder, that email is saved in Salesforce as a task and is linked to the assigned contact and matching account. Any email attachments are archived to the contact and matching account. 

  • If Riva converts an email to create an opportunity, case, or project, the email is saved in Salesforce as a task and is linked to the parent object (opportunity, case, or project) and assigned contact and matching account. Any email attachments would be archived to the parent object and assigned contact and matching account. 

Recently, Salesforce enabled the ability to sync attachments of emails and link them to the task created in Salesforce for the synced email.  An advanced option has been added to the Salesforce connection object that controls how attachments are synced.  It is set to save attachments and link them to the corresponding task (email) record.

How to Apply the Advanced Option

To Manage:  Add the following advanced option to the Riva Salesforce connection Advanced Options tab to enable the syncing of attachments from Exchange/Outlook to Salesforce:

Crm.EmailAttachment.SyncToObjectItself = true/false

If the option is set to:

  • true - (now the default set automatically for every new Salesforce connection) Riva syncs email attachments and saves them to the attachment list of the corresponding task (email) record.

  • false - Riva syncs attachments to the parent object that the Salesforce task (email) record is linked to, for example, a contact, account, opportunity, or case.

Applies to

  • Riva On-Premise 2.4.27 or earlier for Salesforce.

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