Salesforce In-Mail Integration

Attach Brandfolder Files to Salesforce Emails

Send sales collateral from Brandfolder to prospects using Salesforce mail and never leave Salesforce.

To get the Salesforce integration please contact Accounts@Brandfolder.com 

1. In the 'Contacts' tab, select which contact you would like to reach out to. 

2. Select 'Send Brandfolder Asset' in your contact record

SFDC_1_.png

3. Your Brandfolder will populate in Salesforce

4. Select which asset you would like to attach from Brandfolder

5. Select 'Embed' or 'Attach as a downloadable Asset' 

TIP: Embed Asset is a link to the asset hosted in Brandfolder, whereas Attach as a Downloadable Asset will send the actual file like a standard attachment

SFDC_2.png

6. Type the body of your email and send

 

 

Was this article helpful?
0 out of 0 found this helpful