Email Integration

Email plays a part in many Aedon.Accounting processes, from notifications and approvals to sending invoices to customers. It’s worth understanding how email works in Salesforce before you set these processes up.

Salesforce can only send email, including Aedon’s invoice and notification emails, when the org allows it. In Setup, enter Deliverability in the Quick Find box and check that Access level is All email⁽¹⁾.

Aedon has put together a Trailhead trailmix on email in Salesforce: Email Integration trailmix. Log in to Trailhead first if the link shows an error.

Salesforce help

For the details, see Salesforce’s own help:

• Work With Salesforce Email
• Send Email Through Salesforce
• Email Templates
• Email Template Builder

Related articles

• Sales Invoice PDF and Payment Message
• Adding New Users to Salesforce
• Getting Started: Navigating the Aedon Apps