RMail for Salesforce

RMail for Salesforce

App Overview:

Adding the Send RMail button to your Salesforce objects makes it easy for users per message or for admins to automate transmission of certain messages as RMail messages.

RMail adds functionality for important messages including email encryption, Registered Email™ e-delivery proof, advanced features including converting to shared file links, automatically configuring sent messages to receive recipient e-signatures on documents or placed in tags on application-built PDFs, and more.

Each RMail message returns legal and court admissible open tracking, proof of email delivery, proof of privacy compliance, and audit-trail records for recipient e-signatures on documents. All email with or without attached documents are delivered directly to the recipient’s inbox – recipient do not need log-ins or special software, even with the RMail email encryption options.

RMail for Salesforce makes it easy to track, prove, e-sign and encrypt with proof of delivery compliance, legal e-sign records, and proof of privacy and compliance.

Main Services:

  • Track & Prove: Sends a Registered Email™ message. A Registered Receipt™ email record is then returned to the sender with court-admissible time-stamped proof of the content delivered and advanced open tracking.
  • Encrypt: Delivers files and email message body text and attachments encrypted direct to the recipient’s inbox with no need for recipients to register or click links, returning auditable proof of compliance and privacy.
  • E-Sign: Attach a document and send as Registered Email messages, formatted so the recipient can use their mouse to electronically draw or type their signature on the document, returning a legally signed contract to both sender and recipient

Installation Tips:

  • When installing, select the option Install for all users
  • Assign permission set to enable the RMail for Salesforce app for selected users after the installation

Product Tour

How to Install

Install in Production:

  1. Access the “Production” installation link and add it as an administrator here
  2. Select Install for All Users
  3. Assign the RMail Permission Set to the selected users you want to have access to the application

Install in Sandbox:

  1. Access the “Sandbox” installation link and add it as an administrator here
  2. Select Install for All Users
  3. Assign the RMail Permission Set to the selected users you want to have access to the application

Access Installation Links & Admin Guide

Customer Stories

App Info

Version:

1.16

Languages Supported:

App Language: English. Configurable for additional languages.

Service Language (Messages, Receipts, etc.): Danish, Dutch, English, French, German, Italian, Latvian, Lithuanian, Polish, Portuguese, Spanish.

Minimum Requirements:

Operating SystemAny
BrowsersGoogle Chrome, Mozilla Firefox, Safari and Microsoft Edge
Browser VersionLatest
Function modelWeb based application that is used in Salesforce
Installation Components
  • 7 Actions
  • 70 Apex Classes
  • 2 Apex Triggers
  • 3 Apps
  • 2 Asset Files
  • 10 Button or Links
  • 192 Custom Fields
  • 2 Custom Metadata Types
  • 9 Custom Objects
  • 1 Custom Settings
  • 2 Documents
  • 1 Document Folders
  • 1 Lightning Pages
  • 1 List Views
  • 1 Message status retrieval period [RMail]
  • 14 Page Layouts
  • 1 Permission Sets
  • 2 Remote Sites
  • 18 RMail Detail [RMail]
  • 5 Static Resources
  • 2 Tabs
  • 4 Visualforce Components
  • 13 Visualforce Pages
Install packageWeb based installation
UninstallSalesforce package uninstall
DeploymentSingle user, user group or company-wide deployment
UpdatesManual upgrades only
RequirementsValid inbound and outbound email account.
Salesforce Org.
Administrative rights required for installation only.
Recommended email formatHTML or plain text (Rich Text not recommended)
LicensingPer user, shared group of users, or usage-based
Feature customizationRMail Configuration tab
“Send RMail” Button locationIn the email compose page, on the top right.