Maildrop Icon

Working with Attachments

Attachments from the email are shown in the bottom pane of the add email window

Attachments List

You use the Parent column to select which record the attachment should be asociated with, you can choose between your currently selected Who or What records, or you can select "This Activity" to have the attachment stored directly on the created activity record.

When you click the add email button, any checked attachments are uploaded to Salesforce.com and associated with the relevant record.

The ability to store attachments directly on the task is a new feature in Salesforce.com that was part of the Winter '11 release, if your administrator has not yet updated the task page layouts to include the attachments related list, then it may appear that the attachments were not uploaded. Please contact your Salesforce.com administrator to add the attachments related list to the task layout. (Maildrop will warn you if it detected that you don't have the attachments related list enabled,)

Task Layout

See also

The Add Email Window
Maildrop Preferences