Email F&D (Forward & Download) - User Guide

Prerequisite: Post-installation steps must be completed before using this guide.
See the Post-Install Setup Guide if you have not done so yet.

This guide walks through the two ways to use Email F&D:

Use Case 1 - Forward or Download from a Record

Step 1: Navigate to the Cases tab

Open the Cases tab (or any supported object - Account, Contact, Opportunity, Lead, or a custom object with related Email Messages).

Step 1 - Cases list view

Step 2: Open a Case that has Email Messages

Select a Case that has one or more Email Messages associated with it. You will see the related emails listed in the Feed or Related tab.

Step 2 - Case record with emails

Step 3: Click the Email F&D action

In the Case record’s action bar (top right), click the Email F&D button.

💡 If you do not see the button, ask your Salesforce Administrator to add the Email F&D Quick Action to the page layout and assign you the correct permission set. See the Post-Install Guide.

Step 3 - Email F&D button highlighted

Step 4: Select emails and choose Download or Forward

A modal pop-up will appear listing all emails related to the record (up to 1,000, sorted newest first).

Step 4 - Email F&D modal with email list

From here you can:

Option A - Download as .eml files

  1. Tick the checkbox next to the emails you want, or use the Select All checkbox in the header.
  2. Click Download.
  3. A ZIP file containing the selected emails as .eml files will be saved to your local machine.

✅ A green success toast - “Downloaded N email(s) as ZIP” - confirms the download.

Step 4a - Download success toast

Option B - Forward emails

  1. Tick the checkbox next to the emails you want to forward.
  2. Type a recipient email address in the Forward To Email Address field.
  3. Click Send.
  4. Salesforce sends the selected emails as .eml attachments to the recipient via its outbound mail service.

✅ A green success toast - “Success: N email(s) forwarded to [address]” - confirms delivery.

Step 4b - Forward success toast

Use Case 2 - Download from an Individual Email Message Record

Step 5: Open the Email Message record and click Download

  1. Navigate directly to an Email Message record (e.g. by clicking the email subject in the Case’s Related list).
  2. In the action bar, click Download.
  3. The email is immediately downloaded as a single .eml file - no modal or further interaction required.

Step 5 - Download action on Email Message record

Summary

Action Where Result
Download one or more emails Case / Record → Email F&D button ZIP of .eml files saved locally
Forward one or more emails Case / Record → Email F&D button → enter recipient Emails sent as .eml attachments via Salesforce
Download a single email Email Message record → Download button Single .eml file saved locally

Frequently Asked Questions

Q: I don’t see the Email F&D button on my record.
A: Ask your admin to add the Quick Action to the page layout and assign you the Email_F_D_Full_Access or Email_F_D_Download_Only permission set.

Q: The Forward button is not visible in the modal.
A: You have been assigned the Email_F_D_Download_Only permission set. Contact your admin if you need forwarding access.

Q: How many emails can I select at once?
A: The modal displays up to 1,000 emails per record. All can be selected and downloaded or forwarded in a single action.

Q: What file format are the downloaded emails in?
A: Emails are downloaded as .eml files (RFC 822 format), bundled in a .zip archive. .eml files can be opened in most email clients including Outlook, Apple Mail, and Thunderbird.

Q: Does forwarding create an activity or log on the record?
A: No. The forward action uses setSaveAsActivity(false), so no Task or EmailMessage record is created as a side-effect.

Need Help?

Raise an issue on GitHub or contact us via the AppExchange listing page.

*Part of the adasApps AppExchange Documentation Built for the Salesforce community.*