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Attached Files Handling Troubleshooting: No Attachments Displayed

1 min read

Issue overview

If you try to save an email in the Sidebar but the attachments are not displayed, it is likely that the object type used for saving attachments in your Salesforce organization is not selected in your Sidebar settings.

The Save dialogue in the Sidebar without attachments

Resolve the issue

To resolve this issue, add the appropriate object type to the handling scope in the Sidebar customization:

  1. In the Sidebar, click the menu icon () in the top-left corner.

The menu icon in the Sidebar

  1. Select Customization to open the ****Sidebar customization page.

The Customization option in the Sidebar menu

  1. In the left Objects in Salesforce column, select the checkbox for Content Document (File) or Attachment, depending on the object type used in your Salesforce organization. If you are unsure, select both.

The Content Document and Attachment objects in the Customization

  1. Click Save in the upper-right corner of the Customization page.

The Save button on the Customization page

  1. Return to the Sidebar and select Refresh from the menu to apply the changes.

The Refresh button in the Sidebar menu

Attachments should now be displayed. If the issue persists, please contact our support team.