Sending Files and Folders – Thru for Salesforce

Thru Email can be accessed from the following Salesforce menus:

• Accounts

• Contacts

• Cases

• Leads

• Opportunities

To create a new Thru Email:

1. Select a Thru-enabled Salesforce menu.
   

   

   
   
   

2. Select an individual Contact, Case, Lead, or Opportunity to access the Thru Email button.
   

   

   
   
   

3. Click Thru Email. The Thru Secure Message window opens.
   

   

   
   
   

4. Refer to the following pages for an explanation of the fields in the Thru Secure Message window.
   

   Require Recipient Login

   Recipients

   Subject

   Email Body

   Expiration

   Add Attachment