How to Create Salesforce Email to Case Attachments

If your company needs efficient email solutions then Salesforce has the services you are looking for. With its help, your company and staff will have an easier time sending and managing all of your company’s email concerns.

In this article, however, we will focus on how to make Salesforce email to case attachments, so as to remove the challenges of directly managing your company’s email contents. So if you are interested in learning how to email to case attachments are made then here’s what you need to know.

What is Email to Case?

Email to Case is basically a Java application which can be run on any server, laptop or desktop. It is primarily used to connect such devices to an email mailbox on a regular basis, and to process whatever email messages are there by taking their details and creating a “case” for each of them in Salesforce.

Salesforce’s Email to Case is fundamentally an email client application, but what makes it different other email services is that it can be fully automated. What this means is that when a contact in Salesforce possesses the same address as the one found in the email then the email to case agent will immediately connect the case to the contact automatically. If a contact cannot be found in the email then its details are stored in the web name as well as the web emails fields on the case.

For companies that routinely send and receive large volumes of emails and email attachments, such a service can be very valuable. These services, when combined with Salesforce integration patterns and Salesforce merge accounts, offer businesses the email management solutions they need to make the administration of their companies’ emails even more effective.

How to Make Salesforce Email to Case Attachments

Making Salesforce email to case attachments can be very complicated, particularly when you want to add a few custom elements into your attachments. For people who are not used to Java or even coding in general, this can be a very tedious process.

The good news, though, is that attachments only become more complicated when you want to make a customization. For simple, unaltered attachments, however, the process can be quite simple. All you need to do is to add a few lines of code into the custom controller, and the attachment will be added. Email attachments are considered as Blob file types, and to create an attachment, all you need to do is to utilize the “Apex Messaging.EmailFileAttachment” class, and then define both your file name as well as the content of the “EmailFileAttachment” object.

Finally, it’s also worth pointing out that there are size limits for attachments, which is 10MB. This limit ultimately prevents the attachment of a lot of videos, audios and high-resolution images. So although Salesforce email to case is certainly a powerful tool, it does have its limits. As long as you keep this particular issue in mind, though, you should have no trouble in automating your email attachments.
Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.