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To: Receiver of the mail
Cc: Carbon copy of mail will be sent to all the recipients listed here
Bcc: Blank Carbon copy of mail will be sent to all the recipients listed here, but they will not be able to see the names of other recipients.
Subject: Subject of your mail – brief 5-6 word description of the email you are sending which user can see without even opening the email
Send Mail Through: You can send email through either Salesforce or SMTP Server. Select the option depending upon your choice. NOTE: Salesforce does not allow sending files as Attachments. Instead, you can Send Email through SMTP server to do so.
Record to Salesforce: If you check this checkbox, the email you send is automatically listed in the Activity History related list of the object
Preview: Preview your mail before sending
NOTE: Make sure to add Activity History to the page layout of the object under Related List Section
SMTP Server Settings:
SMTP Server: Name or IP address of the SMTP server you want to use
Login: Login ID for the server specified
Password: Password for the server specified
Confirm Password: Re-type your password for confirmation.
Port: Port no. used to connect to your SMTP Server for communication.Default for SMTP is 25
From Email: Default name of the sender. Please enter correct settings for SMTP server. These settings are used to send email through SMTP server. So if invalid data is entered, mail will not be sent
Max.File Size(MB): Maximum File Size of the attachment is to be uploaded, applicable when you want to send attachment as a file. Any single file cannot exceed this limit.
Max.Total File Size (MB): Maximum Total File Size for all attachments to be uploaded, applicable you want to send attachment as a file. If total size of all the attachments being sent exceeds this limit user will not be allowed to add more attachments in the Send Email Beta functionality.
In How Many Days Attachment Link Will Expire?: In how many days attachment link should expire. Default is 30 days.
Base URL for Attachment as a Link: Enter Base URL of the FTP Attachments® application is installed; this is the main URL which will be visible to the email recipients.
These settings are used when you attach files as an Attachment or as a Link to send through email. By setting Link Expiration Date you can restrict your email receiver from using the attachments after expiration date. After specified days receiver will not be able to download attachment from link. After configuring settings in your FTP account, now you are ready to use Send Email Beta feature.
Using Send Email Beta functionality: Make sure you have created the custom link or button “Send Email” and added it to the page layout of the object through which you want to Send Email. You can use our Custom Link Manager to generate link.
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