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Create a ‘Send Secure Email’ Button On Source Object
(This step is required only if we are using objects other than Contact, Account and Lead)
From Object Manager go to any Object from where you want to trigger Secure Email Request.
Click on Button Links and Actions.
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Click on the Related List Section of the Page Layout.
In Quick Find search for Secure EmailMessages.
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Connect the Source Object with the Secure Email Message
(This step is required only if we are using objects other than Contact, Account and Lead)
Check for Lookup between Secure EmailMessage and source object. If there is no lookup, create a lookup relationship between them.
Enable
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Multiple To Address Mapping(Optional)
Multiple to Address Mapping is basically used to to Send Emails to Multiple
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Recipients. For Ex:- If there are 2-3 email fields on Source Object, then you can map all the Email fields and while Sending Secure Email
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choose any Email Address
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from the available list.
Follow the below steps:-
Navigate to Setup -> Custom Settings -> Data Transfer Settings.
Click on New if EnableMultipleToAddress setting is not there. Set value to True.
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Click on New to add entry and enter the details as shown below:-
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Create Organisation-Wide Email Address(For Reply to Email Address)
How to create Org Wide Email address
Organisation Wide email address is also a standard email address on the domain but just on a global level and not associated with a single user. You can define and manage organization-wide addresses for each user profile. When sending email from Secure Email component, users can select their own address or the organization-wide address for the email's From address. But for inbound email messages to come to salesforce, you need to select only the org-wide email address so that all the emails coming to that email address will be redirected to Salesforce org.
Navigate to Setup -> Organisation-Wide Addresses.
Click on Add to create Organisation-Wide Email Address. Enter the details as shown below:-
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After adding the Email Address, you need to verify it in order to get this Email Address ready to use.
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How to Set Default Reply to
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Address
Create a Text Field named as Reply to Email and default it with Organisation-Wide Address on Source Object as shown below:-
This will set the default Reply To address for the newly created Source Object records.
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In order to set the Default Reply To Address for the existing Source Object records, please follow the below steps:
Navigate to Setup -> Custom Settings -> Data Transfer Settings.You need to create
Create a new entry named as DefaultReplyToAddress and enter Organisation-Wide Address as value. This is done to auto-populate the Reply-To field on the Secure Email Component. Create the setting as shown below:-
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How to Auto populate To address on the Secure Email Component
Go to Email Configuration under Custom Metadata Types.
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d. Enter the details as shown in the below picture and click on Save in order to create Email Service.
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Congratulations! You have successfully installed the Application.