Tag: Salesforce Email Tutorial

How to Send Emails Using Lightning Web Component (LWC)?

What are the features of Lightning Web Components to send emails?

Enables you to retrieve emails from Contact and User objects, and it can be expanded to include any custom object.
Allows you to enter a static emails.
Contains checks for valid email addresses in the To and Cc fields (only checks for format).
Its Allows user to upload and attach files
Its Contains re-usable input component. (To add Bcc etc.).

Let’s write the code for it now.

emailLwc.html

<template> 
    <article class="slds-card"> 
        <!-- Alert --> 
        <div if:true={noEmailError} class="slds-notify slds-notify_alert slds-alert_error" role="alert"> 
            <span class="slds-assistive-text">error</span> 
            <span 
                class="slds-icon_container slds-icon-utility-error slds-m-right_x-small" 
                title="Description of icon when needed" 
            > 
                <svg class="slds-icon slds-icon_x-small" aria-hidden="true"> 
                    <use xlink:href="/assets/icons/utility-sprite/svg/symbols.svg#error"></use> 
                </svg> 
            </span> 
            <h2> 
                Please add a recepient 
            </h2> 
            <div class="slds-notify__close"> 
                <button 
                    class="slds-button slds-button_icon slds-button_icon-small slds-button_icon-inverse" 
                    title="Close" 
                > 
                    <svg class="slds-button__icon" aria-hidden="true"> 
                        <use xlink:href="/assets/icons/utility-sprite/svg/symbols.svg#close"></use> 
                    </svg> 
                    <span class="slds-assistive-text">Close</span> 
                </button> 
            </div> 
        </div> 
       
        <!-- Alert --> 
        <div if:true={invalidEmails} class="slds-notify slds-notify_alert slds-alert_error" role="alert"> 
            <span class="slds-assistive-text">error</span> 
            <span 
                class="slds-icon_container slds-icon-utility-error slds-m-right_x-small" 
                title="Description of icon when needed" 
            > 
                <svg class="slds-icon slds-icon_x-small" aria-hidden="true"> 
                    <use xlink:href="/assets/icons/utility-sprite/svg/symbols.svg#error"></use> 
                </svg> 
            </span> 
            <h2> 
                Some of the emails added are invalid 
            </h2> 
            <div class="slds-notify__close"> 
                <button 
                    class="slds-button slds-button_icon slds-button_icon-small slds-button_icon-inverse" 
                    title="Close" 
                > 
                    <svg class="slds-button__icon" aria-hidden="true"> 
                        <use xlink:href="/assets/icons/utility-sprite/svg/symbols.svg#close"></use> 
                    </svg> 
                    <span class="slds-assistive-text">Close</span> 
                </button> 
            </div> 
        </div> 
        <!-- Alert --> 
        <div class="slds-card__body slds-card__body_inner"> 
            <!-- Body --> 
            <div class="slds-form form slds-var-p-top_small"> 
                <div class="slds-form-element slds-form-element_horizontal slds-form-element_1-col"> 
                    <label class="slds-form-element__label" for="to">To</label> 
                    <div class="slds-form-element__control"> 
                        <c-email-input onselection={handleToAddressChange}></c-email-input> 
                    </div> 
                </div> 

                <div class="slds-form-element slds-form-element_horizontal slds-form-element_1-col"> 
                    <label class="slds-form-element__label" for="cc">Cc</label> 
                    <div class="slds-form-element__control"> 
                        <c-email-input onselection={handleCcAddressChange}></c-email-input> 
                    </div> 
                </div> 

                <div class="slds-form-element"> 
                    <label class="slds-form-element__label" for="subject"> </label> 
                    <div class="slds-form-element__control"> 
                        <input 
                            type="text" 
                            name="subject" 
                            id="subject" 
                            value={subject} 
                            placeholder="Subject..." 
                            class="slds-input" 
                            onchange={handleSubjectChange} 
                        /> 
                    </div> 
                </div> 

                <div class="slds-form-element"> 
                    <div class="slds-form-element__control slds-var-p-top_small"> 
                        <lightning-input-rich-text value={body} onchange={handleBodyChange}></lightning-input-rich-text> 
                    </div> 
                </div> 
            </div> 
        </div> 
        <div class="slds-var-p-around_medium"> 
            <template for:each={files} for:item="file" for:index="index"> 
                <lightning-pill 
                    key={file.contentVersionId} 
                    label={file.name} 
                    onremove={handleRemove} 
                    data-id={file.contentVersionId} 
                    data-index={index} 
                > 
                    <lightning-icon 
                        icon-name="doctype:attachment" 
                        size="xx-small" 
                        alternative-text="attach" 
                    ></lightning-icon> 
                </lightning-pill> 
            </template> 
        </div> 
        <div class="slds-grid slds-grid_align-end slds-var-p-around_x-small"> 
            <div class="slds-col slds-var-p-right_x-small slds-var-p-bottom_x-small slds-is-relative"> 
                <!-- Pop over --> 
                <section 
                    if:true={wantToUploadFile} 
                    aria-describedby="dialog-body-id-108" 
                    aria-labelledby="dialog-heading-id-3" 
                    class="slds-popover slds-popover_walkthrough slds-nubbin_bottom slds-is-absolute popover" 
                    role="dialog" 
                > 
                    <button 
                        class=" 
                            slds-button slds-button_icon slds-button_icon-small 
                            slds-float_right 
                            slds-popover__close 
                            slds-button_icon-inverse 
                        " 
                        title="Close dialog" 
                    > 
                        <lightning-button-icon 
                            variant="bare-inverse" 
                            size="small" 
                            onclick={toggleFileUpload} 
                            icon-name="utility:close" 
                            alternative-text="close" 
                        ></lightning-button-icon> 
                        <span class="slds-assistive-text">Close</span> 
                    </button> 
                    <header class="slds-popover__header slds-p-vertical_medium"> 
                        <h2 id="dialog-heading-id-3" class="slds-text-heading_medium">Upload Files</h2> 
                    </header> 
                    <div class="slds-popover__body" id="dialog-body-id-108"> 
                        <lightning-file-upload 
                            label="Attach files" 
                            name="fileUploader" 
                            accept={acceptedFormats} 
                            record-id={myRecordId} 
                            onuploadfinished={handleUploadFinished} 
                            multiple 
                        > 
                        </lightning-file-upload> 
                    </div> 
                </section> 
                <!-- Pop over --> 
                <lightning-button-icon 
                    icon-name="utility:attach" 
                    onclick={toggleFileUpload} 
                    alternative-text="Attach File" 
                    title="Attach_File" 
                > 
                </lightning-button-icon> 
            </div> 
            <div class="slds-col slds-var-p-right_x-small slds-var-p-bottom_x-small"> 
                <lightning-button label="Reset" title="reset" onclick={handleReset}></lightning-button> 
            </div> 
            <div class="slds-col slds-var-p-right_x-small slds-var-p-bottom_x-small"> 
                <lightning-button 
                    variant="brand" 
                    label="Send" 
                    title="send" 
                    onclick={handleSendEmail} 
                ></lightning-button> 
            </div> 
        </div> 
    </article> 
</template>

Don’t forget to check out: What are Email Services In Salesforce? | The Ultimate Guide

EmailLwc.js

import { LightningElement, track } from "lwc"; 
import sendEmailController from "@salesforce/apex/EmailClass.sendEmailController"; 
export default class EmailLwc extends LightningElement { 
    toAddress = []; 
    ccAddress = []; 
    subject = ""; 
    body = ""; 
    @track files = []; 
    wantToUploadFile = false; 
    noEmailError = false; 
    invalidEmails = false; 
    toggleFileUpload() { 
        this.wantToUploadFile = !this.wantToUploadFile; 
    } 
    handleUploadFinished(event) { 
        const uploadedFiles = event.detail.files; 
        this.files = [...this.files, ...uploadedFiles]; 
        this.wantToUploadFile = false; 
    } 
    handleRemove(event) { 
        const index = event.target.dataset.index; 
        this.files.splice(index, 1); 
    } 
    handleToAddressChange(event) { 
        this.toAddress = event.detail.selectedValues; 
    } 
    handleCcAddressChange(event) { 
        this.ccAddress = event.detail.selectedValues; 
    } 
    handleSubjectChange(event) { 
        this.subject = event.target.value; 
    } 
    handleBodyChange(event) { 
        this.body = event.target.value; 
    } 
    validateEmails(emailAddressList) { 
        let areEmailsValid; 
        if(emailAddressList.length > 1) { 
            areEmailsValid = emailAddressList.reduce((accumulator, next) => { 
                const isValid = this.validateEmail(next); 
                return accumulator && isValid; 
            }); 
        } 
        else if(emailAddressList.length > 0) { 
            areEmailsValid = this.validateEmail(emailAddressList[0]); 
        } 
        return areEmailsValid; 
    } 
    validateEmail(email) { 
        console.log("In VE"); 
        const res = /^(([^<>()[\]\\.,;:\s@"]+(\.[^<>()s[\]\\.,;:\s@"]+)*)|(".+"))@((\[[0-9]{1,3}\.[0-9]{1,3}\.[0-9]{1,3}\.[0-9]{1,3}\])|(([a-zA-Z\-0-9]+\.)+[a-zA-Z]{2,}))$/; 
        console.log("res", res); 
        return res.test(String(email).toLowerCase()); 
    } 
    handleReset() { 
        this.toAddress = []; 
        this.ccAddress = []; 
        this.subject = ""; 
        this.body = ""; 
        this.files = []; 
        this.template.querySelectorAll("c-email-input").forEach((input) => input.reset()); 
    } 
    handleSendEmail() { 
        this.noEmailError = false; 
        this.invalidEmails = false; 
        if (![...this.toAddress, ...this.ccAddress].length > 0) { 
            this.noEmailError = true; 
            return; 
        }          
        if (!this.validateEmails([...this.toAddress, ...this.ccAddress])) { 
            this.invalidEmails = true; 
            return; 
        } 
        let emailDetails = { 
            toAddress: this.toAddress, 
            ccAddress: this.ccAddress, 
            subject: this.subject, 
            body: this.body 
        }; 
        sendEmailController({ emailDetailStr: JSON.stringify(emailDetails) }) 
            .then(() => { 
                console.log("Email Sent"); 
            }) 
            .catch((error) => { 
                console.error("Error in sendEmailController:", error); 
            }); 
    } 
}

emailInput.html

<template> 
    <div class="slds-combobox_container"> 
        <div class={boxClass}> 
            <div class="slds-combobox__form-element slds-has-focus"> 
                <template for:each={selectedValues} for:item="selectedValue" for:index="index"> 
                    <lightning-pill 
                        key={selectedValue} 
                        label={selectedValue} 
                        onremove={handleRemove} 
                        data-index={index} 
                    ></lightning-pill> 
                </template> 
                 
                <input 
                    type="text" 
                    id="to" 
                    class="input" 
                    required 
                    onkeyup={handleInputChange} 
                    onkeypress={handleKeyPress} 
                    onblur={handleBlur} 
                /> 
            </div> 
            
            <div 
                id="listbox-id-3" 
                class="slds-dropdown slds-dropdown_length-with-icon-7 slds-dropdown_fluid" 
                role="listbox" 
                if:true={hasItems} 
            > 
                <ul class="slds-listbox slds-listbox_vertical" role="presentation"> 
                    <template for:each={items} for:item="item" for:index="index"> 
                        <li 
                            key={item.Id} 
                            data-id={item.Id} 
                            onclick={onSelect} 
                            role="presentation" 
                            class="slds-listbox__item" 
                        > 
                            <div 
                                aria-selected="true" 
                                class=" 
                                    slds-media 
                                    slds-listbox__option slds-listbox__option_entity slds-listbox__option_has-meta 
                                " 
                                role="option" 
                                tabindex="0" 
                            > 
                                <span class="slds-media__figure slds-listbox__option-icon"> 
                                    <span class="slds-icon_container slds-icon-standard-account"> 
                                        <svg class="slds-icon slds-icon_small" aria-hidden="true"> 
                                            <use 
                                                xlink:href="/assets/icons/standard-sprite/svg/symbols.svg#account" 
                                            ></use> 
                                        </svg> 
                                    </span> 
                                </span> 
                                <span class="slds-media__body"> 
                                    <span class="slds-listbox__option-text slds-listbox__option-text_entity" 
                                        >{item.Name}</span 
                                    > 
                                    <span class="slds-listbox__option-meta slds-listbox__option-meta_entity" 
                                        >{item.Email}</span 
                                    > 
                                </span> 
                            </div> 
                        </li> 
                    </template> 
                </ul> 
            </div>              
        </div> 
    </div> 
</template>

Check out another amazing blog by Narendra Kumar here: Aura Component Framework and Attributes | All You Need to Know

EmailInput.js

import { LightningElement, track, api } from "lwc"; 
import search from "@salesforce/apex/EmailClass.search"; 
export default class EmailInput extends LightningElement { 
    @track items = []; 
    searchTerm = ""; 
    blurTimeout; 
    boxClass = "slds-combobox slds-dropdown-trigger slds-dropdown-trigger_click slds-has-focus"; 
    _selectedValues = []; 
    selectedValuesMap = new Map(); 
    get selectedValues() { 
        return this._selectedValues; 
    } 
    set selectedValues(value) { 
        this._selectedValues = value; 
        const selectedValuesEvent = new CustomEvent("selection", { detail: { selectedValues: this._selectedValues} }); 
        this.dispatchEvent(selectedValuesEvent); 
    } 
    handleInputChange(event) { 
        event.preventDefault(); 
        if (event.target.value.length < 3) { 
            return; 
        } 
        search({ searchString: event.target.value }) 
            .then((result) => { 
                this.items = result; 
                if (this.items.length > 0) { 
                    this.boxClass = 
                        "slds-combobox slds-dropdown-trigger slds-dropdown-trigger_click slds-has-focus slds-is-open"; 
                } 
            }) 
            .catch((error) => { 
                console.error("Error:", error); 
            }); 
    } 
    handleBlur() { 
        console.log("In onBlur"); 
                this.blurTimeout = setTimeout(() => { 
            this.boxClass = "slds-combobox slds-dropdown-trigger slds-dropdown-trigger_click slds-has-focus"; 
            const value = this.template.querySelector('input.input').value 
            if (value !== undefined && value != null && value !== "") { 
                this.selectedValuesMap.set(value, value); 
                this.selectedValues = [...this.selectedValuesMap.keys()]; 
            } 
            this.template.querySelector('input.input').value = ""; 
        }, 300); 
    } 
    get hasItems() { 
        return this.items.length; 
    } 
    handleKeyPress(event) { 
        if (event.keyCode === 13) { 
            event.preventDefault(); 
            const value = this.template.querySelector('input.input').value; 
            if (value !== undefined && value != null && value !== "") { 
                this.selectedValuesMap.set(value, value); 
                this.selectedValues = [...this.selectedValuesMap.keys()]; 
            } 
            this.template.querySelector('input.input').value = ""; 
        } 
    } 
    handleRemove(event) { 
        const item = event.target.label; 
        this.selectedValuesMap.delete(item); 
        this.selectedValues = [...this.selectedValuesMap.keys()]; 
    } 
    onSelect(event) { 
        this.template.querySelector('input.input').value = ""; 
        let ele = event.currentTarget; 
        let selectedId = ele.dataset.id; 
        let selectedValue = this.items.find((record) => record.Id === selectedId); 
        this.selectedValuesMap.set(selectedValue.Email, selectedValue.Name); 
        this.selectedValues = [...this.selectedValuesMap.keys()]; 
        let key = this.uniqueKey; 
        const valueSelectedEvent = new CustomEvent("valueselect", { 
            detail: { selectedId, key } 
        }); 
        this.dispatchEvent(valueSelectedEvent); 
        if (this.blurTimeout) { 
            clearTimeout(this.blurTimeout); 
        } 
        this.boxClass = "slds-combobox slds-dropdown-trigger slds-dropdown-trigger_click slds-has-focus"; 
    } 
    @api reset() { 
        this.selectedValuesMap = new Map(); 
        this.selectedValues = []; 
    } 
    @api validate() { 
        this.template.querySelector('input').reportValidity(); 
        const isValid = this.template.querySelector('input').checkValidity(); 
        return isValid; 
    } 
}

EmailClass

public with sharing class EmailClass { 
    @AuraEnabled 
    public static List<SObject> search(String searchString) { 
        List<SObject> searchList = new List<SObject>(); 
        try { 
            String searchStr = '*' + searchString + '*'; 
            String searchquery = 
                'FIND\'' + 
                searchStr + 
                '\'IN ALL FIELDS RETURNING Contact(id, name, email where email != null), User(id, name, email where email != null AND isActive = true) LIMIT 10'; 
            List<List<SObject>> searchResult = search.query(searchquery); 
            for (List<SObject> curList : searchResult) { 
                searchList.addAll(curList); 
            } 
            system.debug('searchList:::' + searchList.size()); 
        } catch (Exception e) { 
            throw new AuraHandledException(e.getMessage()); 
        } 
        return searchList; 
    } 
    @AuraEnabled 
    public static void sendEmailController(String emailDetailStr) { 
        EmailWrapper emailDetails = (EmailWrapper) JSON.deserialize(emailDetailStr, EmailWrapper.class); 
        Messaging.reserveSingleEmailCapacity(1); 
        try { 
            messaging.SingleEmailMessage mail = new messaging.SingleEmailMessage(); 
            mail.setToAddresses(emailDetails.toAddress); 
            mail.setCcAddresses(emailDetails.ccAddress); 
            mail.setReplyTo('test.k@xyz.com'); 
            mail.setSenderDisplayName('Test'); 
            mail.setSubject(emailDetails.subject); 
            mail.setHtmlBody(emailDetails.body); 
            mail.setEntityAttachments(emailDetails.files); 
            Messaging.sendEmail(new List<messaging.SingleEmailMessage>{ mail }); 
        } catch (exception e) { 
            throw new AuraHandledException(e.getMessage()); 
        } 
    } 
    Class EmailWrapper { 
        public List<String> toAddress; 
        public List<String> ccAddress; 
        public String subject; 
        public String body; 
        public List<String> files; 
    } 
}

April 5, 2023

What are Email Services In Salesforce? | The Ultimate Guide

Email services in Salesforce are also used for other purposes beyond email-to-case, such as processing inbound emails for custom objects, scheduling outbound email messages, and triggering custom workflows and processes.

How to Create an Email Service?

Step 1: Write a code for creating Contact, Case, Lead, etc., according to your requirements. This code creates a Contact and Attachments in Salesforce. When someone sends an Email to a routing email address.

Step 2: After writing the code, we need to create an Email Service to include that class in the Email Service.

Step 3: After creating the Email Service, we need to set up a routing email address.

What is a Routing Email Address?

A routing email address is an email address that is used to direct incoming emails to specific destinations or recipients. This address is typically set up in email routing systems or forwarding services. It is used to manage and route emails based on various criteria, such as sender, subject, content, or other custom rules.

Routing email addresses are commonly used in businesses and organizations to manage and streamline email communication. For example, a company might set up a routing email address for customer support inquiries, which would automatically forward emails to the appropriate support team based on the type of inquiry or other criteria.

Don’t forget to check out: One Must Opt For Salesforce Email Automation

Routing email addresses can also be used for personal email management. For instance, you might create a routing email address that automatically forwards emails from certain senders or with specific keywords to a designated folder in your inbox.

Overall, routing email addresses can help improve email management and organization by automating the process of directing incoming emails to the appropriate destinations.

Now we are all set to send an email to the routing address to check the process.

Test the Process

Send an email to the routing address:

Now, check the result in Salesforce Org:

So, a contact has been created in Org by the name of the Email Sender with the Attachment.

Note:

We can also set the domain of the email address to check whether a sender is authorized or not.

If the sender is not Authorized we send them a discard message that they are not authorized.

What is Email-to-Case?

In Salesforce, email-to-case is a feature that allows you to automatically create cases in your Salesforce org based on incoming emails. This means that when a customer or client sends an email to a designated email address, such as support@yourcompany.com, the email is automatically converted into a case in Salesforce.

To set up email-to-case in Salesforce, you first need to create an email service that will receive incoming emails. This email service will then be linked to an email address that will be used as the email-to-case address. Once an email is received by this address, Salesforce will automatically generate a new case record based on the email content and other specified criteria.

Overall, email-to-case and email services in Salesforce can help streamline your customer support and communication processes by automating the creation of cases from incoming emails and enabling custom email processing and automation.

Check out another amazing blog by Mohit here: What are Lightning Record Pages in Salesforce? | All You Need to Know

How to Create an Email-to-Case Service in Salesforce?

Step 1: In Setup, search for “Email-to-Case” in the Quick Find box. Enable the Email-to-Case Chechbox and Set the other settings according to our requirements.

Step 2: Set the Routing Address and case other necessary settings & verify the routing address.

Now we are all set, send an email to the routing address to check the process.

Test the Process

Send an Email to Email-to-Case-Routing Address: Now, check the result in Salesforce Org case record

So, we can see that a Case Record has been created with the subject “Email-to-Case” & Description “This is a Sample Case”.

Note:

We can also enable Forwarding Address on Routing Address because we can’t remember the routing address.

April 3, 2023
Email Services in Salesforce | The Developer Guide
Email Service

Email services are computerizing the informing procedure in Salesforce that offers secure and strong usefulness to send messages from Salesforce. In this Salesforce Email Tutorial, we will talk about email benefits in Salesforce, Salesforce inbound email handler, Salesforce email reconciliation, inbound email administration in salesforce, and outbound email administration in Salesforce. Email services only process its messages it receives one of its addresses.

The general interface to create the apex class for the email services is:
```
global class myHandler implements Messaging.InboundEmailHandler {
    global Messaging.InboundEmailResult handleInboundEmail(Messaging.InboundEmail email, Messaging.InboundEnvelope envelope) {
    Messaging.InboundEmailResult result = new Messaging.InboundEmailresult();
        return result;
    }
}
```
Don’t forget to check out: Insert Record by Email Service Attachments in Salesforce

Methods in Inbound Salesforce Email

Here is a list of methods used in inbound Salesforce Email.
1. CC Addresses
2. From Address
3. From Name
4. Headers
5. HTML Body
6. HTML Body Is Truncated
7. In Reply To
8. Message-Id:
9. Plain Text Body:
10. Plain Text Body Is Truncated:
11. Reply To:
12. Subject: The subject line of the email, if any.
13. Text Attachments:
14. To Addresses:
Steps for Configure inbound email services in Salesforce

Step 1. Login into your org Account

Step 2. Go to Setup, enter Email Service in the Quick Find box

Step 3. New Email service.

Step 4. For Apex Class, specify the Apex class you just built

Step 5. Define the attachment type.

Step 6. Mention from where we want to receive an email.

Step 7. Select active.

Step 8. You can leave the rest of the fields at their default values for starters

Step 9. Click on save.

You can relate each email administration with at least one Salesforce-produced email delivered to which clients can send messages for handling.

Here is an example for Email Service

Here’s a simple class that creates a new contact and attaches any documents to the record.

Check out another amazing blog by Ayush here: Types of Collections in Apex Salesforce | Explained

Creating Contact from email
```
/**
 // Email services are self-operating processes that use Apex  class 
 * to procedure the contents, headers, and attachments of inbound
 * email.
 */
global class CreateContactFrmEmail implements Messaging.InboundEmailHandler {
    global Messaging.InboundEmailResult 
    handleInboundEmail(Messaging.InboundEmail email,
    Messaging.InboundEnvelope envelope) {
        // Create an InboundEmailResult object 
        //  Create email Apex Email Service Class 
        Messaging.InboundEmailResult result = new Messaging.InboundEmailresult();
        String S1= 'Create Contact';
        if(email.subject.equalsIgnoreCase(S1)){ 
            // setup the data for the email
            Contact c = new Contact();
            c.LastName = email.plainTextBody;
            insert c;
            // Save attachments, if any
            for (Messaging.Inboundemail.TextAttachment tAttachment : email.textAttachments) {   
                // attach to the newly created  record
                Attachment atcm= new Attachment();
                atcm.Name = tAttachment.fileName;
                atcm.Body = Blob.valueOf(tAttachment.body);
                atcm.ParentId = c.Id;
                insert atcm;
            }       
            result.success = true;
            return result;
        }
    }
}
```
After completing the above steps, An email address is generated by the Salesforce. Send the email to that address with the subject and contact name in the email body.
- Salesforce calculates the restriction by multiplying the number of user licenses via 1,000, up to a daily maximum of one million.
- Email address created in the sandbox or not in production org.
- An Email service processed only that message that are received for its address
- Email service uses Apex class to process inbound email.
Reference: jitendrazaa, blog.jeffdouglas
September 15, 2020

Tag: Salesforce Email Tutorial

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