THIS SOFTWARE IS COVERED BY THIS DISCLAIMER.
This is demo component to show creating emails with warning or blocking the To and CC list of contacts that are specifically related to the account or are in an allowed email domain. The component has add email option to only present a list of contacts that are related to the "related" account (anything that is lookup or master-detail to current record). This component can be placed on any object as long as you have relationship to account object.
Here is the demo component in action:
Here are the main configuration options:
| Parameter | Definition |
|---|---|
| Block Emails | Boolean option to either block or warn on email addresses outside domain |
| Allowed Domains Field | The field API name on the account object that includes comma separated list of allowed domains |
| Account Field | The field API name on the object that is lookup/master-detail to the account object |
Since this component uses Apex to send out emails, it will count against the org 5000 external emails per day limit.
While this Lightning Web Component can be placed on an record page and configured as needed, sometimes you may want to launch the email editor from a quick action. Two sample quick actions have been created for reference.
- PSEmailBlock - this is configured to block email addresses not related to account and outside defined domains
- PSEmailWarning - this is configured to block email addresses not related to account and outside defined domains
For reference, here is example of configuring the PSEmailBlock as quick action
Here are steps to setup and configure this component:
- Install the component per the "Deploy to Salesforce" button below.
- Assign the PSEmail permission set to any user that will use this component.
- If you are using the component directly on a page, just add the component to page and configure the 3 options as defined above.
- If you are using the component as a quick action, use one of the provided Aura components listed above (PSEmailBlock or PSEmailWarning) or create your own Aura version as the base for the quick action. Create the quick action as shown in sample screen above and add the quick action to your page layout.
- That is it...now use either the Quick Action or Lightning Component depending on your choice of setup.
Click below button to install this package:
