You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Send email *with attachment* via business rules

Accepted answer
edited Jun 8, 2022 11:30AM in General Technical Discussions 9 comments


Is it possible to have the Business Rules not only send the rule email, but to also add an attachment?

We have the scenario whereby a PDF attachment (payment receipt) will be added to an Opportunity via API [and then we hope to have a CPM which will move the PDF from the Opportunity, and then attach it to the incident.

I'm aware that users can login to the Portal and via the attachment there, but we'd like to be able to email them PDF to them as an attachment.


Any suggestions please?

Howdy, Stranger!

Log In

To view full details, sign in.


Don't have an account? Click here to get started!