Activate Email Functionality

Feature	Actions required to activate the feature
Upload Email Templates to Amazon S3 from Salesforce and enable admins to manage them in Admin Console	Make sure the configuration has been retrieved from the Config Service. See Retrieving Metadata Configuration. Make sure user profiles have Edit Access to the Email Queue and Email Queue Attempt objects. The Email Administration permission set holds the same permissions and can be assigned to users. To provide users with access to the Email tile in the Admin Console, assign to the users the OCE.Email custom permission. The Email Administration permission set holds the same permission. See Configuring Admin Console Access. To enable new features starting from Mar2022 release it is necessary to assign OCE2 Email User permission set for regular users and OCE2 Email Administration for admin users, and OCE2Admin_Email custom permission to admin users. After that admin will see updated Email tile in Admin Console and would be able to set and configure new features. To hide old Email tile, remove Admin_Email custom permission from admin users. Activate the following trigger handlers: Email Queue Immediate, Email Queue Recipient, Email Queue Sender. See Manage Trigger Handlers. Create CSP Trusted Site. See CSP Trusted Site. If the setting is present for CLM, this step is not required. Enable the Edit Access for admin users and the Read Access for other users to the Email Template and Email Template Version objects. Enable the Edit Access for admin users to all fields of the Email Template and Email Template Version objects. Enable the Read Access for not admin users to all fields of the Email Template and Email Template Version objects except the following fields: Offline Created By ID, Offline Created Date, Offline Last Modified By ID, Offline Last Modified Date, Offline Unique Id. For the listed fields, the Edit Access must be enabled for all users.
Use Email Templates stored in Amazon on mobile application to send emails	Activate the following DB schema entities: EmailTemplate_c, EmailTemplateVersion_c, EmailSettings_c. See Managing DB Schema Entities. Add the OCE_Email action to the Account object page layout (use the custom action with the CustomEmail name but not standard Salesforce Email action). See Actions Available for Mobile Application.
Sync email transactions from mobile and put them in a queue that sends emails	Activate the EmailTransaction_c DB schema entity. See Managing Trigger Handlers. Check the setting Document Creation Entity Type (Admin Console - Mobile - Application Settings) and activate one of the following trigger handlers (see Managing Trigger Handler) based on the value in this setting: AttachmentEmailTransactionHandler trigger handler if the setting is Attachment ContentVersionEmailTransactionHandler trigger handler if the setting is ContentDocument Assign Email User permission set to all users, intended to use Email functionality
The Message Transactions related list of the Account object	Add the Message Transactions related list to the Account object page layout. Configure the following columns to be displayed on the related list: Subject, Bounced Date, Bounced Reason, Sent To, Sent Date, Sender, Email Template with sorting by the Bounced Date field descending. Disable the New button for the Message Transactions related list.Activate the EmailQueue_c and EmailQueueAttempt_c DB schema entities. See Manage DB Schema Entities.
Categories for Email Templates	The email template categories are based on the Topics Salesforce functionality. To enable email template categories, you must enable topics for the Email Template object (see Enable and Configure Topics for Objects in Salesforce Classic). The Email Template object fields selected in the Topics for Objects settings are not applied to email template categories. Activate the StandardTopic and StandardTopicAssignment DB Schema entities. See Manage DB Schema Entities.
Displaying emails on the Activity History tab	Activate the OCE__EmailTransaction__c object on the Activity History Administration page of the Admin Console. You can also configure the list of fields displayed on the activity summary. See Activity History Settings in Admin Console.

Upload Email Templates to Amazon S3 from Salesforce and enable admins to manage them in Admin Console

Make sure the configuration has been retrieved from the Config Service. See Retrieving Metadata Configuration.
Make sure user profiles have Edit Access to the Email Queue and Email Queue Attempt objects. The Email Administration permission set holds the same permissions and can be assigned to users.
To provide users with access to the Email tile in the Admin Console, assign to the users the OCE.Email custom permission. The Email Administration permission set holds the same permission. See Configuring Admin Console Access.
To enable new features starting from Mar2022 release it is necessary to assign OCE2 Email User permission set for regular users and OCE2 Email Administration for admin users, and OCE2Admin_Email custom permission to admin users. After that admin will see updated Email tile in Admin Console and would be able to set and configure new features. To hide old Email tile, remove Admin_Email custom permission from admin users.
Activate the following trigger handlers: Email Queue Immediate, Email Queue Recipient, Email Queue Sender. See Manage Trigger Handlers.
Create CSP Trusted Site. See CSP Trusted Site. If the setting is present for CLM, this step is not required.
Enable the Edit Access for admin users and the Read Access for other users to the Email Template and Email Template Version objects.
Enable the Edit Access for admin users to all fields of the Email Template and Email Template Version objects.
Enable the Read Access for not admin users to all fields of the Email Template and Email Template Version objects except the following fields: Offline Created By ID, Offline Created Date, Offline Last Modified By ID, Offline Last Modified Date, Offline Unique Id. For the listed fields, the Edit Access must be enabled for all users.

Use Email Templates stored in Amazon on mobile application to send emails

Activate the following DB schema entities: EmailTemplate_c, EmailTemplateVersion_c, EmailSettings_c. See Managing DB Schema Entities.
Add the OCE_Email action to the Account object page layout (use the custom action with the CustomEmail name but not standard Salesforce Email action). See Actions Available for Mobile Application.

Sync email transactions from mobile and put them in a queue that sends emails

Activate the EmailTransaction_c DB schema entity. See Managing Trigger Handlers.
Check the setting Document Creation Entity Type (Admin Console - Mobile - Application Settings) and activate one of the following trigger handlers (see Managing Trigger Handler) based on the value in this setting:
- AttachmentEmailTransactionHandler trigger handler if the setting is Attachment
- ContentVersionEmailTransactionHandler trigger handler if the setting is ContentDocument
Assign Email User permission set to all users, intended to use Email functionality

The Message Transactions related list of the Account object

Add the Message Transactions related list to the Account object page layout. Configure the following columns to be displayed on the related list: Subject, Bounced Date, Bounced Reason, Sent To, Sent Date, Sender, Email Template with sorting by the Bounced Date field descending.
Disable the New button for the Message Transactions related list.Activate the EmailQueue_c and EmailQueueAttempt_c DB schema entities. See Manage DB Schema Entities.

Categories for Email Templates

The email template categories are based on the Topics Salesforce functionality. To enable email template categories, you must enable topics for the Email Template object (see Enable and Configure Topics for Objects in Salesforce Classic). The Email Template object fields selected in the Topics for Objects settings are not applied to email template categories.
Activate the StandardTopic and StandardTopicAssignment DB Schema entities. See Manage DB Schema Entities.

Displaying emails on the Activity History tab

Activate the OCE__EmailTransaction__c object on the Activity History Administration page of the Admin Console. You can also configure the list of fields displayed on the activity summary. See Activity History Settings in Admin Console.