Field Email

The email functionality enables sales rep users to email accounts. To enable email templates functionality, ensure that the Email quick action has been added to the account page layout. See Configuring Account Actions from Page Layout.

Note:   

To provide admin users with access to the Email tile in the Admin Console, assign to admin users the OCE.Email custom permission. See Configure 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.

Perform the following procedure if it is desired to use Emails functionality with divisions enabled:

  1. Make sure Divisions are enabled in the org. See Organize Data with Divisions
  2. Clone User DB Schema entity. See Managing DB Schema Entities
  3. Edit the cloned DbSchema:
    • Pick up a new label
    • Select Active checkbox
    • Append DefaultDivision in comma-separated list in Mandatory Fields (for example, Username,Phone,Name,DefaultDivision). Ensure that original records in Mandatory Fields weren't removed or modified
    • Click Save
  4. Deactivate the original User DB Schema record

Note:   

If the Email functionality is used in the scope of OCE2 package, there will be the following behavior on the UI of the end user:

  • Email addresses with up to 80 symbols are visible without trimming and font size reduction
  • The email address dropdown width is adjusted depending on the email address length
  • In case of text length conflict between the account name and email address:
    • The name is split into separate lines
    • The email is trimmed with an ellipsis added at the end
    • The full email address is still displayed when the email dropdown is opened

Cyrillic letters and special characters are supported in email addresses (in fields of Email type in Account object) on Mobile. See the list of special characters in the Search with special characters section of the Config guide. For proper saving of email addresses with special characters activate the Allow international email addresses setting. See Set Up Email Address Internationalization (EAI). If the setting wasn't enabled, the sync transaction will fail.

It is not recommended to send one email to more than 100 HCPs simultaneously to avoid performance issues.

In case it is desired to create new opts of Email channel before email sending, OptUser permission set should be assigned for Email functionality to be working correctly.

Fields of Date/Time type are shown differently in emails depending on the iOS versions. For versions prior to the iOS16, the Date/Time field types are shown in the following manner: October 17 2022, 10:35:46 PM GMT+3 (if US locale is selected in the Salesforce). For versions starting from the iOS16, the Date/Time field types are shown in the following manner: October 17 2022 at 10:35:46 PM GMT+3 (if US locale is selected in the Salesforce).

To activate the email functionality, see Activating the Email Functionality.