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:
- Select a Thru-enabled Salesforce menu.
- Select an individual Contact, Case, Lead, or Opportunity to access the Thru Email button.
- Click Thru Email. The Thru Secure Message window opens.
- Refer to the following pages for an explanation of the fields in the Thru Secure Message window.