Send Secure Email Post Installation Guide
- Ashutosh Kumar
- Himanshu Kapoor
- Sheni Singhal
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)
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.
Click on New Action.
Create a Button named as Send Secure Email on Source object:-
Action Type:- Lightning Component
Height:- 450px
Lightning Component: cm_datatransfer:sendSecureEmailAura
Label: Send Secure Email
Update Page Layout
From the Object Manager.
Click on Page Layouts.
Select the Page Layout.
Click on Mobile & Lightning. Actions.
Search for Send Secure Email in Quick Find.
Click on the Related List Section of the Page Layout.
In Quick Find search for Secure EmailMessages.
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 Multiple To Address Mapping(Optional)
Multiple to Address Mapping is basically used to to Send Emails to Multiple 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 choose any Email Address 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.
To Map Multiple Email fields, Navigate to MultipleToAddressMapping Custom Setting. Click on Manage to Add Entry.
Click on New to add entry and enter the details as shown below:-
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:-
After adding the Email Address, you need to verify it in order to get this Email Address ready to use.
How to Set Default Reply to 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.
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.
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.
How to Auto populate To address on the Secure Email Component
Go to Email Configuration under Custom Metadata Types.
Map the Fields with source Object as shown in the image below.
Setup API Credentials
Steps to generate API Key
Email support@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: Provided by 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.
Email Spoofing -
How to enable Secure Email feature in the Org
Navigate to Setup -> Custom Settings -> Feature 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:
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 -> Paubox Credentials.
Since this is a Protected Setting, you won’t be able to access when login from Front End. You need to either provide Cloud Maven with backend login access or run the below script in Execute Anonymous Window:-
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 will be redirected to the Salesforce Org.
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
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.
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 Setup the Application.