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Email Deliverability

1. Check Email Deliverability

a. Go to Setup > Email > Deliverability

b. Set Access level to “All email“

Classic Email Templates

  1. Create Salesforce Classic Email Template.

a.      This is optional. ProntoPlus has a default template.

b. Go to Setup > Email > Classic Email Templates. Choose the ProntoPlus folder. If need a customised one, please ask assistance from your Salesforce Administrator.

Enable Receipting

  1. To enable the “Receipting” feature:

  2. Go to ProntoPlus Setting > Enable Features > Enable Receipting toggle to enable.

Receipt Templates

  1. To create a new Receipt Templates, go to App Launcher > Receipt Templates (PPlus). Click the “New” button.

a. Receipt Templates

Object name: Receipt Templates (PPlus) CSV File: click here

Notes: Add Record Type ID

Receipt Naming

  1. ProntoPlus has a default receipt naming variables. If need a customised one, please ask assistance from your Salesforce Administrator.

  2. Go to ProntoPlus Settings > Receipting > Receipt Naming

a. Receipt Naming

Object name: Receipt Naming (PPlus) CSV File: click here

Receipt Table Variables

  1. ProntoPlus has a default receipt table variables. If need a customised one, please ask assistance from your Salesforce Administrator.

  2. Go to ProntoPlus Settings > Receipting > Receipt Table Variables

a.      Receipt Table Variables

.       Object name: Receipt Variables (PPlus)

.       CSV File: click here

 

Receipt Table Definitions

  1. ProntoPlus has a default receipt table naming definitions. If need a customised one, please ask assistance from your Salesforce Administrator.

  2. Go to ProntoPlus Settings > Receipting > Receipt Table Definitions

a.      Receipt Table Definitions

Object name: Receipt Table Definition (PPlus)

CSV File: click here

Receipt Settings

  1. ProntoPlus default receipt settings.

  1. If the client org is already using the ProntoPlus 1.28 (which is the older version) in their receipting, you need to stop and reschedule the receipt.

  2. Go to ProntoPlus Settings > Schedule Processes.

  3. Under the scheduler stop the "Send Receipts" option by clicking the "Stop Schedule Batch" button and reschedule it by clicking the "Schedule Batch" button.

Allow Activities

  1. Enable Allow Activities in Receipt (PPlus) object.

  2. Go to Setup > Object Manager > Receipt (PPlus) > Details > Edit.

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