Secure Email

Secure Email – Configuration Settings

This page lists all configurable settings related to Secure Email Functionality, along with their purpose, usage context, and descriptions.

Compose / Send Secure Email UI

Class: SendSecureEmailController · LWC: sendSecureEmail

Setting Name

Default (code)

What it enables / does

EnableMultipleToAddress

false

Enables multi-select To addresses via MultipleToAddressMapping__c and the multi-select picklist on compose.

SecureEmail_EnableFileUplaod

true

Shows/enables file upload on the compose screen. (Note: spelling is “Uplaod”.)

SecureEmail_DefaultTemplate

-

Pre-selects a default email template Id/name on open.

SecureEmail_TemplateOrCustom

template

Default body mode: template or custom-body on Template/Custom radio group.

SE_ReplyAddress_ReadOnly

false

Makes Reply-To combobox read-only.

SE_FromAddress_ReadOnly

false

Makes From combobox read-only.

SE_HideBCCOption

false

Hides BCC field on compose.

SE_ShowContactLookup

false

Enables contact search/typeahead for To/CC/BCC instead of plain text inputs.

SE_ShowSignatureEmailBody

true

When true, inserts {{{Sender.Signature}}} into custom email body.

SecureEmail_RoutingAddressToSkip

-

Routing/skip address used by Reply All style flows (passed to UI as skip address).

SE_HideScheduleFeature

false

Hides “Schedule Email” toggle on compose.

SE_TemplateFolderFeature

true

Enables Folder + Template cascading dropdowns vs flat template list.

SE_OptOutMessage

default opt-out text

Message shown when contact/patient has email opt-out.

SE_NumberOfFiles

0

Max related files shown initially (View More threshold).

SE_AttributeFilesOrder

Title

ORDER BY field for related files datatable. Non-Title values sort DESC.

AccepetedFileFormat_SecureEmail

.pdf, .png, .jpg...

Allowed upload file extensions.

EnableMaximum_ObjectLabelLength

false

When true, looks up Email_Configuration__mdt by Object_Name__c instead of MasterLabel (for long object names).

DefaultFromAddress

-

Fallback From address when record mapping doesn’t produce one.

DefaultReplyToAddress

-

Fallback Reply-To address.

ShowOWDFromAddress

true

Include Org-Wide Email Addresses in From list.

ShowOWDReplyToAddress

true

Include Org-Wide Email Addresses in Reply-To list.

SE_DynamicUserFromAddress

-

API name of a User field; if set, From/Reply-To come from that field on the logged-in user (highest preference override).

SecureEmail_AllowedDomains

-

Semicolon-separated domains (e.g. @company.com); filters From/Reply-To/OWD list to matching domains.


Inbox / Timeline UI

Classes: SecureEmailComponentController, SecureEmailInboxController

Setting Name

Default (code)

What it enables / does

DaysLimit_SecureMessageInbox

7

How many days of history to show in Secure Email Inbox / record timeline.

ParentName_SecureInbox

cmsecureemail__Parent_Record_Name__c

Field API used as parent display name in inbox.


Delivery Status / Paubox Integration

Classes: BatchPullSecureEmailStatus, ScheduleBatchPullSecureEmailStatus, InvocableUpdateEmailDeliveryStatus, SecureEmailTriggerHandler, Utility, WSSecureEmail

Setting Name

Default (code / install)

What it enables / does

ApiConnection

Test

Selects PauboxCredentials__c named Test or Production. Sandboxes force Test.

BatchStatus_WhereClause

(from install)

Extra WHERE clause appended to status-pull batch query.

BatchStatus_BatchSize

50 / code default 1

Batch size for BatchPullSecureEmailStatus.

NextScheduleBatchStatusTime

60 (minutes)

Minutes until next status batch is rescheduled after finish (0 = don’t reschedule).

NextRefreshSecureEmailStatus

10 / install 60

Seconds delay before status refresh is scheduled when a Secure Email is created (trigger).

Possible_Error_Status

soft/hard bounce list

CSV of Paubox delivery statuses that mark single-recipient email as Failed.

SecureEmail_InvalidStatusErrorCode

503,504

HTTP error codes that should not flip email status to Failed (transient).

SE_EnableApiResponseFile

false

When true, persists/stores API response artifacts on Secure Email record


Scheduled / Batch Send

Class: BatchSendSecureEmail

Setting Name

Default (code)

What it enables / does

SecureEmailBatch_LastNDays

2 (install may differ)

Only processes scheduled emails created within last N days.

NextBatchProcessSecureEmail

1 (minutes)

Minutes until next BatchSendSecureEmail run is rescheduled.


Inbound Email Parsing & Thread Linking

Classes: ParseIncomingEmail, InvocableLinkSecureEmailToParent, Utility

Setting Name

Default (code)

What it enables / does

SE_InboundOwnerChange

false

When linking inbound to outbound, set inbound Owner = outbound Owner.

SE_DisableSubjectSearchInBound

false

Disables fallback parent linking by cleaned subject match.

SE_EnableCustomFromToAddress

false

Read X-Forwarded-From / X-Forwarded-To headers for From/To on inbound.

InboundSecureEmail_LastNDays

180

Lookback window when matching outbound by subject for inbound threading.

InboundSecureEmail_SubjectWhereClause

where cmsecureemail__Subject__c LIKE :cleanSubject and RecordType.DeveloperName = 'OutBound' and CreatedDate = LAST_N_DAYS:180 order by CreatedDate DESC LIMIT 1

Custom SOQL WHERE (and ORDER/LIMIT) for subject-based outbound match.

SecureEmail_SubjectAbbreviation

Re:,Fw:,Fwd:

Prefixes stripped before subject matching.


Security / Guest Users

Class: Utility.enforceFLSSetting()

Setting Name

Default (code)

What it enables / does

GuestUsers

Guest

Semicolon-separated name fragments; if current user Name matches, FLS enforcement is disabled (guest/community patterns).


Quick map: Setting → Class

Area

Settings

Compose UI

EnableMultipleToAddress, SecureEmail_EnableFileUplaod, SecureEmail_DefaultTemplate, SecureEmail_TemplateOrCustom, SE_*
UI toggles,
DefaultFromAddress, DefaultReplyToAddress, ShowOWD*, SE_DynamicUserFromAddress, SecureEmail_AllowedDomains, EnableMaximum_ObjectLabelLength, AccepetedFileFormat_SecureEmail

Inbox

DaysLimit_SecureMessageInbox, ParentName_SecureInbox

Status batch

BatchStatus_*, NextScheduleBatchStatusTime, Possible_Error_Status, SecureEmail_InvalidStatusErrorCode, NextRefreshSecureEmailStatus

Send batch

SecureEmailBatch_LastNDays, NextBatchProcessSecureEmail

Inbound

SE_InboundOwnerChange, SE_DisableSubjectSearchInBound, SE_EnableCustomFromToAddress, InboundSecureEmail_*, SecureEmail_SubjectAbbreviation

API

ApiConnection, SE_EnableApiResponseFile

Security

GuestUsers