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(This step is required only if we are using objects other than Contact, Account and Lead)
How to create a Secure Email Quick Action
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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Map the Fields with source Object as shown in the image below.
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Setup API Credentials
Steps to generate API Key
Email support@cludmavenincsupport@cloudmaveninc.com with the email domain which you want to use to send/receive Secure emails. We need this info as we need to activate your domain on the Paubox which can then allow the Secure emails to be sent out via API.
Once the account has been activated on the Paubox, you need to verify your domain by adding a TXT or CNAME record to your domain's DNS settings. The below entries need to be done on your website domain servers. This step is mandatory to allow Paubox to authenticate your servers before allowing to send emails through their platform. Please follow the steps as provided below:-
Add a TXT record to your domain's DNS settings.
Hostname: pb.verify
Value:
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Provided by
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Cloud Maven.
Add a TXT record to your domain's DNS settings.
Hostname: Domain Name
Value: v=spf1 include:_spf.paubox.com -all
Adding SPF records will help avoid the email spoofing. Please note, this method doesn’t give us access to your emails or personal data.
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How to enable Secure Email feature in the Org
Navigate to Setup -> Custom Settings -> Paubox CredentialsFeature Entitlements.
Since this is a Protected Setting, you won’t be able to access when login from Front End. You need to either provide us backend login access or run the below script in Execute Anonymous Window:-
Enter the Paubox Credentials as shown below:-
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cmsecureemail.AdminUtilityServices.enableSecureEmailFeature(true); |
How to update API Key in the Salesforce Org
After the verification the unique API key will be generated which needs to be added in Salesforce org.
Navigate to Setup -> Custom Settings -> Feature EntitlementsPaubox Credentials.
Since this is a Protected Setting, you won’t be able to access when login from Front End. You need to either provide us Cloud Maven with backend login access or run the below script in Execute Anonymous Window:-
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cmsecureemail.AdminUtilityServices.createPauBoxCredentials(<instanceName>, <apiKey> , <username>); |
instanceName - either Test or Production
apiKey and userName will be provided by Cloud Maven
Steps to Configure Inbound Functionality
After creating the Organisation-Wide Email Address, you need to add a forwarding rule to the Organisation-Wide Email address so that all the inbound Emails on the Organisation-Wide Email Address wil will be redirected to the Salesforce Org.
Follow the below steps in order to Create Forwarding Rule:-
a. Naviagate
Create a Email Service (Generate Salesforce Email address)
All the Inbound Emails from the Originally set OWD Email address will be routed to this email service.
a. Navigate to Setup->Email Services
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b. Click on “New Email Service” in order to create a new email service.
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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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Please take a note of the The Email address generated in the above screenshot.
Set the Forwarding Rule on the OWD Email address
Set the forwarding rule on the Org Wide Email address and forward all the emails to the above generated email address.
Congratulations! You have successfully installed Setup the Application.