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Overview
User Guides
Admin Guide
Developer Guide
Troubleshooting

Secure Email - Salesforce’s Leading App for Encrypted Communication & Compliance

Description Cloud Maven’s Secure Email, powered by seamless integration with Paubox, delivers a HIPAA-compliant encrypted email solution directly inside Salesfo…

Documentation

Overview

Why Secure Email (Powered by Paubox)
Architecture & Workflow
Features
Secure Email Pre-Onboarding Questionnaire

User Guides

How to Send Secure Email
How to Send Bulk Secure Email from List View
Secure Email flow via Paubox Portal
How to Reply to a Secure Email
Secure Email – Status & Delivery Stages

Admin Guide

Installation and Prerequisites
Setup Lightning Email Templates
Populate a Custom Lookup via Fast Field Update
How to Setup Bulk Secure Email Functionality from List View
Secure Email – Maker-Checker Setup Checklist
Post Sandbox Refresh Considerations and Steps
Secure Email – Configuration Settings

Developer Guide

Data Model and ER Diagrams
Secure Email – Automation Guide

Troubleshooting

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