Email Delivery

Defines settings related to email delivery and email editor.

Define Email Delivery Settings:

• Org wide email ID (common email alias used by organization to send to/by a group of users): Authors can configure the Org wide sending email if the sender is not individual user and is required by business. This will replace the current session user’s email.

• Email save relation: Define how the email records should be related or saved in your Salesforce system. This might be a relationship to a specific object or record in your database. If empty, no email record is saved and just sent. To have it saved under the main record, input 'id' to the blank box as below.

Configure Email Editor Settings:

• Email Editor: These settings define the tools and options available in the email editor.

  • Clause select: Toggle this setting to 'on' if you want to enable the selection of predefined clauses in email templates.

  • Clause filters: If you want to filter clauses based on specific fields, you can add clause filters.

    • Clause filter 1:

      • Field: Enter the field name used for filtering clauses, e.g., dynamo__Clause_Language__c.

      • Default value: Set a default value for the clause filter, such as 'language'.

    • To add more clause filters, click on 'Add Clause filter' and configure accordingly. For more info on Clause usage, please check Dynamo Clauses .

• Editor Tools Configuration:

  • Formatting Buttons: Enable or disable formatting buttons in the email editor.

    • This attribute can be used to define additional tools that will appear in the editing toolbar. The resolved String should list the names of the tools separated by semicolons. Names of the available additional tools are:

      • font
        Allows the user to change the font family and font size of selected contents.

      • format
        Allows the user to copy or remove formatting of selected contents.

      • indent
        Allows the user to increase and decrease the indentation of selected contents.

      • justify
        Allows the user to define justification of selected contents.

      • link
        Allows the user to insert a link.

      • pagebreak
        Allows the user to insert a page break. This break won't have much visible effect on the HTML view, but will render as a proper page break if the content is exported into a PDF.

      • pastetext
        Allows the user to paste content as plain text.

      • showblocks
        Allows the user to activate a display mode visualizing the HTML block elements of the content.

      • source
        Allows the user to open up a dialog displaying the content's HTML source.

      • table
        Allows the user to insert a table.                    

      If not defined, the toolbar will only contain the standard tools.

  • Native spellcheck: Toggle this to 'on' to enable the browser's native spellcheck functionality.

  • Paste filter: Toggle this to 'on' if you want to enable filtering of pasted content to remove unwanted formatting.

Save Your Configuration:

After configuring all the necessary settings, make sure to save changes by clicking on a 'Save' button in the top bar.