Electronic Document-
Field Label | Field Level Help | |
Account Field | The GoldFinch Account that will receive the email. The Account will have related “Electronic Document Setup” records to assign the electronic document and recipient email addresses to that Account. | |
Active | If checked, the Electronic Document is active. | |
Apex Job Id | Used for scheduling the batch email job. | |
Batch Process Size | Specify the number of the emails to process in a batch. Suggested value = 10 | |
Criteria Field (=True) | This is a checkbox field on the document record. When the checkbox is checked, the document will be sent according to a scheduled job. These are custom fields created by the system administrator. | |
Datetime Field to Update If Successful | x | |
Default Recipient Field | To bypass Electronic Document Recipient Setup, you can enter an API value for a contact field such as “GFERP__Shipping_Contact__c” or “GFERP__Shipping_Contact__c” and use it as your default email recipient. | |
Email Account Owner If True | Name of Account Owner if Electronic Document is active. | |
Email Body | Use {!} notation to include fields from the document record. | |
Email Contact If True | Name of Contact if Electronic Document is active. | |
Email Sales Rep If True | Name of Sales Rep if Electronic Document is active. | |
Email Subject | Use {!} notation to include fields from the document record. | |
Enable Preview | Control whether GoldFinch should display the document on the Send Document page when the Send Document button is clicked on the document record. | |
Field To Update If Not Meeting Criteria | x | |
Field To Update If Successful | Specifies the fields to update if the electronic document was sent successfully | |
Field to Update (=True) | Another checkbox field on the document record. GoldFinch will check this box after the document is sent. This field works together with the Criteria Field to prevent GoldFinch from sending the document again. These are custom fields created by the system administrator. | |
Filename | PDF filename can include fields from the document record. Example: The name of the Account for a Sales Invoice would be {!Name} | |
Frequency | Used for scheduling the batch email job. | |
Html Format | Yes for Html, No for plain text. | |
Last Execution Message | Used for scheduling the batch email job. | |
Monthly Frequency | Used for scheduling the batch email job. | |
Namespace Prefix | Enter GFERP or GFCON to filter on sObject Type field. | |
Organization-Wide Email Id | Specify the from address. When this is set to "None", emails will be sent from the logged-in user’s email address. Else select a Salesforce Organization-Wide Address to use. | |
Preview Height | Leave default. | |
Preview Width | Leave default. | |
Run At | Used for scheduling the batch email job. | |
Save as Activity | Check this field if you need Salesforce to capture the email in the activity timeline. | |
Sender Name | If using an Organization-Wide Email - specify the sender name to use. | |
sObject Type | The object of the document record | |
Status | Used for scheduling the batch email job. | |
Use Organization-Wide Email | Specify the from address. When this is set to "None", emails will be sent from the logged-in user’s email address. Else, select a Salesforce Organization-Wide Address to use. | |
VisualForce Page | This is the document that will be rendered as a PDF and attached to the email. You will find a list of available PDF documents in the dropdown. Example: "SalesInvoicePDF" - It is possible to point to your own custom Sales Invoice PDF. Read this page Electronic Document Management - How to Email a Custom Sales Invoice PDF | |
Weekly Frequency | Used for scheduling the batch email job. |