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Installation - (2) Email Service

Salesforce Email service is an automated process that uses Apex classes to process inbound email. 

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Email-to-Flow leverages the email services capabilities including an Apex Class. 

 

To set up the Email Service:

In the Quick Search Box, enter “Email Services” or navigate to Custom Code > Email Services.  Select “Email Services”.  Click on the New Email Service button.

Email Service Settings.png

Email Service Name

Enter a name for your Email Service

Apex Class

Choose EmailServiceToFlow.  This is delivered by the Email-to-Flow installation.

Active

Check the box to activate the Email Service.

Please consult the Salesforce documentation related to EmailServices for a complete explanation of all the fields.

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Save the record by clicking on the “Save and New Email Address” button.

Email Service Address.png

Email Address Name

Enter a name for your Email Address

Context User

Set the context user that will eventually process the flow

Email Address

Keep the default or enter a new name

Accept Email From

Remove any values defaulted

Active

Set to checked

Save the record by clicking on the “Save” button.  Upon saving the record, the Email Services Setup screen will display your service and newly created email address.  Note the email address provided for additional setup.

setup complete.png
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