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Drawloop - How To Send Documents to a Salesforce Public Group

  • February 15, 2022
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Topic

How to send documents to a Salesforce Public Group rather than an email.

 

Instructions

Use Insert-Update and add the user ID to the description so that they are @ mentioned and have access to the document.

Or use Email Delivery and add the email address to the "Additional To:" so that they may receive the document package.
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