Purpose: This section is for Salesforce admins responsible for installing, configuring, and maintaining Secure Email — covering setup, permissions, templates, and deployment sign-off. For building automation or integrations, see the Developer Guide instead.
Prerequisites: Salesforce System Administrator access.
What's in This Section
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Installation and Prerequisites — the full post-installation walkthrough: licenses, permission sets, remote site settings, Paubox credentials, page layouts, custom metadata mapping, and inbound routing
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BatchPullSecureEmailStatus — scheduling the batch that keeps delivery status current
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BatchSendSecureEmail — scheduling the batch that sends bulk/scheduled messages
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Setup Lightning Email Templates — creating templates for use with Secure Email's compose and bulk send
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How to Setup Bulk Secure Email Functionality from List View — enabling bulk send from a Contact list view
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Maker-Checker Setup Checklist — a sign-off checklist for verifying a deployment was configured and reviewed correctly before go-live
Related Resources
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Configuration Settings — every configurable setting referenced during setup, in one place
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Troubleshooting — common issues across sending, bulk send, delivery status, and replying
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Developer Guide — data model, architecture, and automation reference for anything requiring code