Receiptinghttps://alphasysgroup.sharepoint.com/:w:/r/sites/SalesforcePro duct/_layouts/15/Doc.aspx?sourcedoc=%7B36EBCB5A-DF43-49BD-9183- 9178CAC873B0%7D&file=ProntoPlus_Version_2_Receipting_(User_Guide).do cx&action=default&mobileredirect=true(UserGuide)
Email Deliverability
1. Check Email Deliverability
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Object name: Receipt Templates (PPlus) CSV File: click here
Notes: Add Record Type ID
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Object name: Receipt Naming (PPlus) CSV File: click here
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Receipt Table Variables
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. Object name: Receipt Variables (PPlus)
. CSV File: click here
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Receipt Table Definitions
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Object name: Receipt Table Definition (PPlus)
CSV File: click here
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Receipt Settings
ProntoPlus default receipt settings.
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Enable Allow Activities in Receipt (PPlus) object.
Go to Setup > Object Manager > Receipt (PPlus) > Details > Edit.
Sender's Org-Wide Email Address
Org-Wide Email Address - the field is used to specify the sender of the receipts sent. For example, by default, any emails sent from Salesforce are from 'no- reply@salesforce.com. You could change this to an email from within your organization if you desire.
NOTE: Refer to Receipting Automatic and Schedule Receipting -ProntoPlus for config guides and Receipt Settings Page 2 for user guides.
Setting up Organization-Wide Email Addresses
o From Setup, in the Quick Find box, enter Organization-Wide Addresses, and then select Organization-Wide Addresses.
o Click Add
o Enter your organization-wide email address’s information.
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o Select the Purpose
▪️ If ‘User Selection’ is selected, you can;
· Select the profiles that can send email using this address.
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· Or, select ‘Allow All Profiles to Use this From Address’ to let all users, including guest and unavailable profiles, use the selected organization-wide email address.
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▪️ If ‘Default No-Reply Adress’
· It will automatically set to ‘Allow All Profiles to Use this From Address’ to let all users, including guest and unavailable profiles, use the selected organization-wide email address.
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▪️ If ‘User Selection and Default No-Reply Adress’
· It will automatically set to ‘Allow All Profiles to Use this From Address’ to let all users, including guest and unavailable profiles, use the selected organization-wide email address.
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o Click Save.
Setting up Organization-Wide Email Addresses in ProntoPlus Settings Receipting and Consolidated Statement
1. From App Launcher, in the Search apps and items enter ProntoPlus Settings, and then select
ProntoPlus Settings.
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2. Click Receipting, then navigate to Settings.
▪️ In the Receipt Settings, scroll down to Sender's Org-Wide Email Address and enter and tag the name of your Organization-Wide Email Address
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3. Click Save.
Do the same with the Consolidated Statement if needed.