Configure your Target Object

 

1. Add a related list to display the emails on your Target Object

If you want to display the associated emails on your Target Object, then you need to add a related list to the relevant page layout/s of your Target Object. This will then display the emails in a similar way that emails show as a related list on Case when using Email-To-Case.

 

To add a related list, follow these steps:

 

  1. Go to the page layout(s) for Target Object (e.g., Lead) 

a. For Classic, go to setup | Target Object [i.e. Lead] | Page Layout click Edit on a selected layout

b. For Lightning, go to  setup | Object Manager | Target Object [i.e. Lead] | Page Layout click layout name [e.g. Lead Layout] to selected layout

 

  1. Click on the Related Lists link in the page layout palette and drag and drop the e2a Emails related list onto the page layout as required (see below)


     
  2. Click the Properties button (spanner icon) on the e2a Email related list to edit the properties. The recommended settings for both the columns and buttons related list properties are shown in the two screenshots below:

  3. If you are using:

a. Salesforce Classic - Uncheck the checkbox against the standard "New" button and add "e2a Send an Email" button from the Available Buttons:

 

 

b. Lightning Experience - Leave the checkbox against the standard "New" button as checked (i.e., in Lightning Experience "New" button will act same as "e2a Send an Email" button acts in Salesforce Classic). You can add "e2a Send an Email" button from the Available Buttons if your Users use both Salesforce Classic and Lightning Experience however this button is not supported in the Lightning Experience due to the compatibility and will not appear on the layout)

 

 

  1. Click OK to update the Related List Properties and then click the Save button to save these changes in the page Layout

2. Add a Thread Id field to your custom Target Object

This step is only needed if you are using a custom object as your Target Object. e2a comes with Thread Id pre-configured for Lead, Account, Case, Contact, Contract and Opportunity.

 

The Thread Id field will contain a unique reference for the record, which e2a can use to match incoming emails to the correct record, in a similar way to Salesforce’s Email-to-Case.

 

For custom Target Objects, Quote and Order, the following Thread Id field must be added to the object. The field must be defined exactly as detailed below.

Field Name:

Thread_Id

Field Label:

Thread Id

Data Type:

Formula

Return Type:

Text

Formula syntax:

"Ref" &
SUBSTITUTE(
IF(MID($Organization.Id, 8, 1) = "0",
SUBSTITUTE(TRIM("{" & SUBSTITUTE(LEFT($Organization.Id, 7), "0", " ")), " ", "0") &
"." &
SUBSTITUTE(TRIM(SUBSTITUTE(RIGHT($Organization.Id, 7), "0", " ") + "}"), " ", "0"),
"{" & LEFT($Organization.Id, 7) & "." & RIGHT($Organization.Id, 8) & "}"
)
&
IF(MID(Id, 8, 1) = "0",
SUBSTITUTE(TRIM("{" & SUBSTITUTE(LEFT(Id, 7), "0", " ")), " ", "0") &
"." &
SUBSTITUTE(TRIM(SUBSTITUTE(RIGHT(Id, 7), "0", " ") + "}"), " ", "0"),
"{" & LEFT(Id, 7) & "." & RIGHT(Id, 8) & "}"
),
"}{", ":")

 

Thread Id formula for existing users

Old Thread Id formula is still supported for existing customers but above new formula is recommended. You can continue using old formula. The field must be defined exactly as detailed below.

 

Field Name:

Thread_Id

Field Label:

Thread Id

Data Type:

Formula

Return Type:

Text

Formula syntax:

"ref:"&LEFT( $Organization.Id , 4 )&
IF(BEGINS(RIGHT($Organization.Id,11), '0000000'), RIGHT($Organization.Id,4),
IF(BEGINS(RIGHT($Organization.Id,11), '000000'), RIGHT($Organization.Id,5),
IF(BEGINS(RIGHT($Organization.Id,11), '00000'), RIGHT($Organization.Id,6),
IF(BEGINS(RIGHT($Organization.Id,11), '0000'), RIGHT($Organization.Id,7),
IF(BEGINS(RIGHT($Organization.Id,11), '000'), RIGHT($Organization.Id,8),
IF(BEGINS(RIGHT($Organization.Id,11), '00'), RIGHT($Organization.Id,9),
IF(BEGINS(RIGHT($Organization.Id,11), '0'), RIGHT($Organization.Id,10), RIGHT($Organization.Id,11)
)
)
)
)
)
)
)
&"."&LEFT( Id , 4 )&
IF(BEGINS(RIGHT(Id,11), '0000000'), RIGHT(Id,4),
IF(BEGINS(RIGHT(Id,11), '000000'), RIGHT(Id,5),
IF(BEGINS(RIGHT(Id,11), '00000'), RIGHT(Id,6),
IF(BEGINS(RIGHT(Id,11), '0000'), RIGHT(Id,7),
IF(BEGINS(RIGHT(Id,11), '000'), RIGHT(Id,8),
IF(BEGINS(RIGHT(Id,11), '00'), RIGHT(Id,9),
IF(BEGINS(RIGHT(Id,11), '0'), RIGHT(Id,10), RIGHT(Id,11)
)
)
)
)
)
)
)
&":ref"

 

Once set up, this Thread Id field will be available to use in Email Templates, if required. Further information about using Email Templates with e2a can be found in section “Using Email Templates with e2a”.

 

Please contact us at support@ortooapps.com for any questions.