[SalesForce] Marketing Cloud email attachment via Salesforce

I was wondering is there a possibility to use Salesforce Service Cloud to send out an email attachment to Marketing Cloud via Salesforce Standard Object "Notes & Attachments"?

Either using AMPScript or API calls?

Example using this url from "Notes & Attachments":
https://c.cs6.content.force.com/servlet/servlet.FileDownload?file=00PN0000002uScw

To push to Marketing Cloud attached as an email an send out.

Best Answer

As Adam says, one option would be to use SMTP Relay...

https://help.exacttarget.com/en/documentation/exacttarget/interactions/triggered_emails/sending_exacttarget_emails_via_smtp_relay/

On the CRM side of things, you can configure SMTP relay...

https://help.salesforce.com/HTViewSolution?id=000005793&language=en_US

This would route all workflow emails via SFMC from what I read. You'd have to discuss how to send selectively via SFMC with some Salesforce CRM experts (of which I'm definitely not one).

Taking another tack, I can only take you so far with Marketing Cloud. You can trigger an SFMC email either by rolling your own Apex triggers in CRM, or using the relatively new Triggered Send functionality of the V5 connector (the object needs to a have lookup field related to a CRM Lead or Contact)...

https://help.exacttarget.com/en/documentation/integrated_products__crm_and_web_analytic_solutions/marketing_cloud_connector_v5/sending_emails/triggered_sends/

If the object's not directly related the the Lead or Contact, you'll need to roll your own trigger or the likes to access SFMC's APIs directly.

You can use the AttachFile() AMPScript function within the SFMC email to pull in an attachment from a URL and this URL would need to be passed in as a personalisation string or you could do some Salesforce AMPScript in the email to go search for this value, somehow.

Your challenge would be to make the attachment publicly available so that the AttachFile() can access the file. Using sites in Force.com, here's an example of a thread talking about how to do this...

https://developer.salesforce.com/forums?id=906F000000099hpIAA

Related Solutions

[SalesForce] Dynamically send Attachment from Marketing Cloud

The answer to all your questions is yes:

you can store pdfs or other files either in Content Builder or in your sFTP
you can use AMPscript to attach the files to your emails
you can use AMPscript to dynamically match subscriber data with files and to create conditional statements
you can match a file based on a filename, customer key, etc.

Some examples can be found in the ampscript.guide: https://ampscript.guide/attachfile/

Here is one of the examples from ampscript.guide:

This example attaches a Content Builder asset by Customer/External Key:

%%[

var @customerKey, @fileAlias
set @customerKey = "LoyaltyMembersCB"
set @fileAlias = "LoyaltyMembers_ContentBuilder.zip"

AttachFile("ContentBuilder", @customerKey, @fileAlias)

]%%

Make sure to contact SF support to enable attachments in your account first.

Sending multiple email attachments via Marketing Cloud dynamically

If you have many attachments, I would consider a loop. Lookup all the rows in the Invoice Data Extension and attach the files. How to do this has been described here.

If it is just a few attachments, I would just add the different attachments to the sending data extension: Attachment_1, Attachment_2 and conditionally (If not empty) duplicate the attachment code you already have as described here.

Good luck!

Best Answer

Related Solutions

[SalesForce] Dynamically send Attachment from Marketing Cloud

Sending multiple email attachments via Marketing Cloud dynamically

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