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Installation - (3) EmailtoFlow Custom Metadata Type

The EmailtoFlow CMDT provides a mapping between the apex email service and your specific flow.  The CMDT comes pre-configured with the Email-to-Case template.  

 

In the Quick Search Box, enter “Custom Metadata Types” or navigate to Custom Code > Custom Metadata Types.  Select “Custom Metadata Types”.  Click on the “Manage Records” next to the CMDT labels EmailtoFlow.

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Click on the “Edit” next to the Email2Case record.  This reveals the pre-configured setup.

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Label

Enter a Label

Origin

The value for origin will be passed to the flow.  When used in Email-to-Case context, this sets the Case origin.

IsActive

Set to True

Accept Binary Attachments

Set to true if the process will accept binary attachments

Max HTML Body Size

Set the maximum number of characters to retain for the Email HTML Body.  Leave blank to set no limit. **

 

**When leveraging a standard Flow create records action, truncation can not be configured.  In order to truncate email message record values, you must either set these parameters or use the E2F: Create Email Messages apex action. 

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EmailtoFlow Name

Enter a Name

Flow Name*

The name of the flow to call email is received to the email service email address.

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* The Flow Name is the key link between the email service email address and the flow.  If you create a new flow from the delivered template, be sure to update the flow name.

Flow Name Namespace

If using the Flow Template, keep the namespace set to “EmailtoFlow”.  If creating a copy of the flow template, leave this blank.

Max Plain Text Body Size

Set the maximum number of characters to retain for the Email Plain Text Body.  Leave blank to set no limit. **

Priority

The value for priority will be passed to the flow.  When used in Email-to-Case context, this sets the Case priority.

Email Address

If using the Flow Template, keep the namespace set to “EmailtoFlow”.  If creating a copy of the flow template, leave this blank.

Accept Text Attachments

Set to true if the process will accept text attachments. 

Max Headers Size

Set the maximum number of characters to retain for the Email Headers Body.  Leave blank to set no limit. **

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