Defining an Organization-Wide Email Address

Applies TO | CUNEIFORM FOR CRM CUNEIFORM FOR DATA CLOUD

Send Email Alerts when Profiling Failures Occur via Scheduled Flows

Cuneiform® for CRM allows users to schedule profiling using existing profiling definitions. This is accomplished through a schedule-triggered flow template provided with our managed package. The flow template includes logic to automatically send an email to the user when an exception occurs.

This capability is critical – as it will proactively alert a user if an exception occurs during profiling triggered during an automated process. Without this alert, users must inspect profiling results and Salesforce Debug logs to find exceptions and triage them. The email alert eliminates this activity.

Enabling email alerts from a schedule-triggered flow requires two configuration steps:

• Configuring and verifying an organization-wide email address, as described in this article.

• Assigning the verified organization-wide email address to the automated process user, as described in Assigning an Email Address to the Automated Process User.

Table of Contents

Additional Resources

Configure Organization-Wide Addresses. If your Salesforce org requires users/ to share a common email alias, you can define a list of organization-wide addresses for each user profile.

Create an Organization-Wide Email Address. While users in an organization have their own individual email addresses, there may be instances where a company-wide or alias email address is needed for users to send emails from.

Considerations for Using Organization-Wide Email Addresses. Review a few details before creating organization-wide addresses and assigning them to your Salesforce user profiles, including information about mass emails and reporting.

Self-Driven Workflow

Detailed Instructions

Perform the following steps to define and validate an organization-wide email address:

1. From the Setup menu, use the quick-find to search for organization. This will eliminate Setup menu options that do not match the search phrase – and display the Organization-Wide Addresses page.
   
   

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2. Click on the Organization-Wide Addresses menu link to open this Setup page. You’ll use this page to configure an email address that the automated process user can leverage.
   
   

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3. Click the Add button to launch the Organization-Wide Email Address form. This will load a new page where users can specify the organization-wide email address to add to the Salesforce org.
   
   

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4. In the form, specify the Display Name, Email Address, and Purpose of the email address being added to the Salesforce org as an organization-wide email address. The Display Name and Email Address must be unique within your Salesforce org. When defining a purpose, please select User Selection and check the Allow All Profiles to Use this From Address radio option.

   1. You can customize the purpose options based on the security requirements of your Salesforce org. For example, you can limit the profiles and permission sets that can leverage this – and use our permission sets to govern which users can profile with Cuneiform for CRM.
      
      

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5. Click the Save button to persist the email address to the Salesforce org. This will reload the page where the newly added email address should be listed.
   
   

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6. When the page reloads – confirm that the newly added email address is listed. The email should have a status of Verification Request Sent. When an organization-wide email address is created, a verification email is automatically sent from the Salesforce org to that email. Please check the email address inbox, find the verification email, and click on the verification link included.

   1. The email will have a title that includes the phrase Verify your Salesforce Organization-Wide Address. Please note that the verification link included in the email will expire within 72 hours from the date the verification email was first sent. You can resend the verification email using the Resend Link in the list view below.
      
      

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7. After clicking the link in the verification email, please reload the Organization-Wide Addresses page and confirm that the status for this email is Verified.

   1. Only verified email addresses can be leveraged by the automated process user. If the status does not appear as Verified, please resend the verification email – and go through the verification process again.
      
      

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