How to integrate UpMail in Salesforce

Steps Before installation

  1. Salesforce Admin must have an UpMail Account [intended to perform installation process].

Steps To Installation

  1. Login to Salesforce with Admin account.
  2. Load UpMail Salesforce application installation package: 

    Click on the link: 

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t41000002MoCw

  1.     Select option “Install For All Users”         

 

Steps To Configure After Installation

After installation process,  salesforce admin should perform some configuration actions to make UpMail App usable through salesforce.

  1. Select Upmail App : For Salesforce classic experience please go to the upper right corner of the screen and select “UpMail”. 

 

For lightning experience please switch to lightning experience. On the left side of the screen click on App changer icon and select “UpMail”.

  1. Set Remote Site Settings : Go to “UpMail Configuration” Tab > Click on “Authenticate” Button. Here it will show you a message to add URL to remote site settings. 
  2. To add this go to setup.
  3. In the Quick Find Box, type “remote site settings”

 

 Click on “Remote Site Settings”

 

ClickNew Remote Site

 

Add remote site name: UpMail

Add remote site URL: https://yourdomain.upmailapp.com

Click on “Save”

 

 

Repeat for:

Remote site name: UpMail_visualforce

Add remote site URL: https://upmail.eu9.visual.force.com

Click "Save"

  1. Set Contact And Lead Layout : In Salesforce classic experience, detail page button will be used to load UpMail interface. And in Lightning experience, Lightning Actions will be used.

             a. Edit Contact Layout : Go to setup > Quick Find Box > Type “Contact” > Click Page Layouts

 

 

 

              b. Click Edit on “Contact Layout”  

 

 

From this page, you can edit page layout for both classic and lightning experience

For the classic view:

  1. Select “Button” from the pallet.

 

 

Scroll down to the “Contact detail” section

 

 

  1. Drag “Send UpMail” button on page layout to custom buttons of contact details section.

 

 

For Lighting Experience:

  1. Select “Salesforce1 and lightning Actions” from the pallet.

 

 

Scroll down to the Salesforce1 and lightning Actions

 

 

    2. Drag “Send UpMail” Action to Salesforce1 and Lightning Experience Actions.  

 

 

Click on “Save”.

 

 

            c. Edit Lead Layout : Go to setup > Quick Find Box > Type “Lead” > Click Page Layouts > Click Edit of “Lead Layout” .

 

Follow same steps as performed on contact layout.

 

(Salesforce Classic) Add Button

 

(Lightning Experience) Add Action

 

Click on "Save".

Configuration for multiple records

Edit Contact Layout :

 

  • Go to setup >> Quick Find Box >> Type “Contact” >> click Search Layouts >>

 




    

  1.  Click Edit of “Contact  List View”  



  1. Select Send UpMail in Available Buttons then click Add then Click Save.




  1.  Edit Lead Layout :
  1. Go to setup >> Quick Find Box >> Type “Lead” >> click Search Layouts >>

 

  1. Click Edit of “Lead  List View”  




  1.  Select Send UpMail in Available Buttons then click Add then Click Save.

Then users will see:

 

 

How to use UpMail App in Salesforce

The salesforce user must have UpMail account for which this App is configured. Before using this App every user must authenticate at least once. After authentication salesforce user will able to load UpMail interface from the detail page of the contact record and the lead record. In salesforce classic experience record use "Send UpMail" detail page button and in salesforce lightning experience use "Send UpMail" action to load UpMail Interface.

 

How To Uninstall UpMail App Package

Please remove buttons and actions of UpMail App from Contact and Lead layout. Then Proceed to uninstall the package from installed packages.

 

 

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