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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.

Steps to Configure Inbound Functionality:-

  1. After Registeration of Email Domain on Paubox Server,follow the below steps in order to to verify your domain by adding a TXT or CNAME record to your domain's DNS settings:-

  2. 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.

 Add a TXT record to your domain's DNS settings. 

 Hostname: pb.verify

         Value: As Provided by us.

 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.

 Email Spoofing -

https://www.proofpoint.com/us/threat-reference/email-spoofing#:~:text=Email%20spoofing%20is%20a%20technique,users%20take%20at%20face%20value .

 

For Inbound Emails to be redirected to Salesforce, You would need an org-wide email address for the registered domain.

 Org 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.

 You need to create an Email Service as below:-

a. Search For Email Service in Quick Find Search Under Setup.

b. Click on “New Email Service” in order to create a new email service.

c. Enter the details as shown in the below picture and click on Save and New Email Address.

d. Enter the details as shown in the below picture and click on Save in order to create Email Service.

After creating the Email Service, add the created Email address as forwarding rule to Org-Wide Email Address so that the incoming mail will be redirected to Salesforce.

Congratulations! You have successfully installed the Application.

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