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  • Login to your Salesforce org where the package is installed.

  • Check for Lookup between Secure EmailMessage and source object. If there is no lookup, create a lookup relationship between them.

  • Create a Button named as Send Secure Email on Contact(Source object).

    • Action Type:- Lightning Component

    • Height:- 450px

    • Lightning Component: cm_datatransfer:sendSecureEmailAura

    • Label: Send Secure Email

  • Add the Button to Source Object(Contact) Page Layout

  • Add Related List Secure EmailMessages to the Source Object(Contact) Page Layout.

Create Email Template:

  • Go to App launcher and search for Email template.

  • Click on New Template and create a template as demonstrated in the image below.

  • Create a Text field named as Reply To Email on the Source Object(Contact).

Custom Settings

  • Go to MultipleToAddressMapping in Custom Settings

  • Map the Email Fields present on the Source Object(Contact).

  • Go to Paubox Credentials in custom Settings and enter the credentials there as shown in the below image.

  • Go to Email Configuration under Custom Metadata Types.

  • Map the Fields with source Object as shown in the image below.

Congratulations! You have successfully installed the Application.

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