How to Eliminate Pesky Email Signature Attachments in Salesforce

We’ve all seen it: an email signature containing a company logo and every social icon known to man. While they may look nice, this creates a mess in the context of a Salesforce case.

These images waste the time of your support agents by prompting them to screen attachments that are not relevant to the issue at hand. This becomes an even bigger problem when the communication thread becomes large and the same pesky images are repeatedly saved.

To make matters worse, the noise rolls up to the attachments related list on accounts.

Declutter your head and your Salesforce storage space with File Slayer.

Imagine you could improve agent productivity and decrease handle time by providing a clean and manageable attachments related list on cases, email messages, and accounts.

File Slayer for Salesforce eliminates image attachments like Facebook, Twitter, corporate logos, and other images that are stored on cases and email messages. It gives teams easy visibility of necessary information, reduces agent confusion and eradicates errors on cases from images increasing email length.

So, how does it work?

Once installed into your Salesforce Org, File Slayer will add image files associated with cases or email messages to a document folder called the “Hit List Manager”. You then simply navigate to the Hit List Manager, select the images you would like to eliminate and click “Remove Selected and Add to Hit List”. This will delete the images you’ve selected and add them to a Hit List.

Once an image is added to the Hit List, you’ll never have to worry about it again! If the exact same file is ever inserted on a case or email message in the future, it will automatically be slayed by File Slayer. Using the power of AI, Slaybot for File Slayer uses a pre-trained model to identify unnecessary images, automatically deletes these images, and adds the files to the File Slayer Hit List. Additionally, each time an image is slayed from the Hit List Manager, File Slayer searches through your entire Org for any historic instances of that image and removes those as well. All you have to do is enable Retroactive Removal in your Setup Wizard.

Ready to remove attachment clutter and eliminate the noise? You can try File Slayer by visiting the Salesforce AppExchange.

April 27, 2023