File Send Overview
With the Drive Links component, users can send files from Google Drive and Salesforce through email from the currently viewed Salesforce record.
How it works
The Drive Links component supports sending multiple files as email attachments. Files can be accessed from various different locations when adding a file through the File Send feature. These are the locations:
- Linked Google files
- Salesforce Files that are attached to the record but not the Drive Links component
- Drive Links folders that are attached to the record
- Content Folders which are setup by the administrator
- Files from Google Drive
File Send can be initiated from these two places on the Drive Links component:
- New button
- Dropdown options on a linked file.
It can also be initiated from the following place on the Drive Files component:
- Dropdown option once file is set
When initiating a File Send from a linked file's dropdown options, the Files list will be pre-populated with the selected linked file. You can attach a maximum of 10 files per email.
Note: The file size limit for a single email is 25 MB total, regardless of the number of files. There is also a character limit of 70 for the Subject field.
The (1) Drive Links component allows users to select Drive files to include as email attachments. Once the user initiates sending an email, the (2) Drive Connect Service exports and saves the (3) names and binary data to Salesforce. The Drive Links component then uses Apex to send an email with the Salesforce files attached.
Note: Once an email is sent a task record link will be created on the record the email was sent from. This will only occur for objects in Salesforce that allow for task creation.