Documentation

Email From Address

You will probably want to automate email responses not from the email address connected to the OAuth user but from one of your general emails like [email protected]. In order to set this up follow the steps in this guide.

Find DigitalGenius Email Quick Action

We need to find the Email Quick Action that was installed as part of DigitalGenius Flow Package. In Salesforce go to Setup.

3296

Open Setup

Then in Quick Find search for Object Manager.

3310

Search for Object Manager

Open the Object Manager and look for the Case Standard Object.

3316

Find the Case Object

In the Case Object select the Buttons, Links and Actions tab. Now look for the Email quick action with name DGSendEmail.

3306

Find the DGSendEmail Quick Action

Click on the quick action and it should like in the screenshot below.

3308

Quick Action

Congratulations! You found the right quick action and we almost there to enable your general email from address.

Add the Predefined FROM Address

In the Predefined Field Values click on New.

2392

Click New

After the page reloads you should see the interface to add a new value. In the Field Name select From Address.

1232

Select From Address

The page will reload again and then you should see the text area to enter the value. In the formula value field enter the email address you would like to use but in quotes. So if you want to use [email protected] then put "[email protected]" like in the screenshot below.

1850

Enter the email address in quotes

Click save and you should now see the quick action summary with your predefined from address there.

2794

Congratulations! You have updated the email address and now automated email responses should be coming from your general email.

❗️

Make sure the email address is accessible for the OAuth user profile