This document serves as a checklist to gather all required information before configuring Cloud Maven’s Secure Email application. Collecting these details ensures the application is properly aligned with the client’s Salesforce processes, domain settings, automation needs, and compliance requirements.
Who should fill this out: Sections 1–2 are best answered together with your Salesforce admin and IT/email contact. Sections 3–8 are typically completed by your Salesforce admin, since they involve page layouts and automation. If you're not sure who owns a section, just leave it blank and flag it — we'll walk through it on the kickoff call.
1. Onboarding & Contacts
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Primary implementation contact (name, email, role) |
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Expected go-live date |
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Target environment for initial setup |
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2. Domain & Email Setup
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What is your sending domain? (e.g., |
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Do you have an existing Paubox account, or do you need one set up?(Optional) |
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Do you need a subdomain used instead of your primary domain? (We support this if required.) |
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Which email address to be used as Reply-To Address?
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Reply-To Address is the email address that recipients’ replies are sent to instead of the original sender’s “From” address.
Example
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Reply-To: support@yourcompany.com
Recipients see the email coming from secure-email@yourcompany.com, but when they hit Reply, the message goes to support@yourcompany.com.
3. Source Object Details
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Which is the Source Object on which Secure Email needs to be setup? |
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Which record type(s) should have the Secure Email feature? In Salesforce, this is called the "Source Object" — e.g., Case, Opportunity, Patient Record, Contact. |
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Which apps need the Secure Email button or Related List list visible? Example: "Service Console." |
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Which page layouts/lightning pages need the Secure Email button or list visible? Example: "Case Detail page," "Service Console." |
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Which specific screens need the Secure Email component? This component keeps a track of all the Outbound/Inbound Secure Emails from the record. you can Reply or Compose a New Email from this component as well. This is what Salesforce calls "Lightning Record Pages" — the layout a user sees when they open a record. |
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4. Email Address Behavior
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If a record has more than one email field (e.g., Patient Email, Guardian Email), should the user pick which one to send to? If yes, list the fields to include. If no, name the single default field to always use. |
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Do you want Contact lookup to appear when selecting emails in the To field? (Valid: only when the Source Object is Contact) |
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When emails go out, what should recipients see as the "From" address? Choose: the logged-in user's own email, or a shared/generic address (recommended for support teams). If a shared address, please provide it. |
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Do you want the From Address and Reply To Address configured based on the Record Type? If yes, get the details |
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How far back would you like to see conversations in the Inbox? |
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5. Email Templates
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Please provide the verbiage of Email Templates that might be used to send out Secure Emails for each object(s) |
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6. Access & Licensing
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How many licenses do you need? |
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Which users or profiles need access to Secure Email? |
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7. Bulk/Automation Preferences
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Should Secure Email be triggered automatically in certain situations? Examples:
If Yes → Please describe automation logic: |
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Which template needs to be used for automation? |
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Do you want to enable Bulk Secure Email functionality? If, yes we would need the mapping of the Object and the Email field which will be used to send the emails. |
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8. Notifications
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How should users be notified when a secure email comes in? Select all that apply: Salesforce notification (bell icon), email alert, or no notification needed. |
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Thank you for completing this questionnaire. Please return it to your Cloud Maven implementation contact — we'll follow up to confirm details and schedule your kickoff call.