Drag from new Outlook to Salesforce
Used to dragging files from Outlook to Salesforce? New Outlook broke that. Magic Dragin was created to fix it.
Salesforce workflow
New Outlook
Upload files
Drop target in Salesforce
Quote.pdf
attachment
Drag from new Outlook and drop to Salesforce.
Workflow detail
Keep customer files moving into Salesforce records
Sales, support, and operations teams often receive the document in email or chat first, then need it attached to the right account, opportunity, case, or custom object. Magic Dragin removes the Downloads folder from that handoff.
See finance and accounting workflows →Common upload flows
- Drop signed order forms, quotes, and customer PDFs into Salesforce Files.
- Attach screenshots or evidence to cases without browsing for a local copy.
- Move renewal documents and vendor forms into the right account record while the conversation is still open.
Files teams usually move
Salesforce drag and drop FAQ
Can Magic Dragin attach files to Salesforce records?
Yes. If the Salesforce page accepts dropped files, Magic Dragin helps the source app provide a normal file so the Salesforce upload target can receive it.
Does Magic Dragin need Salesforce admin permissions?
No. Magic Dragin does not connect to Salesforce APIs or change org settings. It supports the drag-and-drop file handoff in the browser.
Try it with Salesforce in seconds
Install the trial, drag any email or attachment in new Outlook, and see it work immediately. No signup, credit card, or configuration needed.
Drag from the apps your team already uses
