User Guides

This guide provides clear, step-by-step instructions to help users send Secure Emails in Salesforce, including individual emails from a record, bulk emails from a list view, and managing communications through the Secure Email Inbox. It explains how to choose sender details, add recipients, use templates, schedule emails, and track delivery status.

The document is designed to help users confidently and efficiently navigate all Secure Email features to support smooth, secure, and compliant communication.

The Secure Email feature is designed for:

• Sales Representatives & Account Managers → To securely communicate with clients, prospects, and partners.

• Healthcare & Financial Services Teams → To send PHI (Protected Health Information) or sensitive financial data in compliance with HIPAA and industry standards.

• Customer Service / Support Teams → To track and manage secure communications directly from Salesforce records.

• Administrators → To configure page layouts, assign licenses, and monitor usage.

⚠️ Every intended user must have:

• A valid Secure Email license.

• The CM-Secure Email Permission Set assigned in Salesforce.

• Send encrypted emails from Salesforce objects (Contact, Account, Lead, or custom objects).

• Use pre-defined email templates for consistency.

• Preview emails before sending.

• Track delivery and response status in real time.

• Maintain a complete history of secure email communication on related records.

Click here for a step-by-step walkthrough of how to send a Secure Email directly from a Salesforce record

Click here for a step-by-step walkthrough of how to send a Secure Emails to multiple recipients at once from the List View.

Click here for a step-by-step walkthrough of the experience when the Secure Email is received via Secure Message center.

If you face any issues or have questions, please contact us:
📧 mailto:support@cloudmaveninc.com