Overview
TechnoMile automated email parsers ingest Task Orders released by clients. You can set up an email parser by creating a new Email Service and Email Address for the Incoming Task Order Mailbox field on Contracts.
This document explains how you can set up an email parser in TechnoMile's Growth Suite to enable automatic ingestion of Task Orders for a Contract.
Audience
Salesforce Administrators
IT Support
Prerequisites
Ensure that Growth Suite - Sales Cloud or Platform Edition is already installed and configured. The version of either package must be 2024.3 or higher.
Configure Email Service to Set Up Automatic Task Order Ingestion for a Contract
Click the gear icon and select Setup.
Go to Deliverability using Setup search.
Select Access level as All email and click Save.
Go to Email Services using Setup search and click New Email Service.
Enter your Email Service Name as per the name of the Contract for which you wish to ingest Task Orders.
Click the lookup icon to select an Apex Class.
Enter your Contract name in the search bar and click Go.
NOTE
The Apex Class is your Contract name with the term Handler at its end.
Select the relevant Contract name Handler in search results.
Select Accept Attachments as All, select the Active checkbox, and click Save and New Email Address.
NOTE
Ensure that the Accept Email From field is blank.
Enter your Email Address Name as per the name of the Contract for which you wish to ingest Task Orders, select the Active checkbox, and click Save.
NOTE
Ensure that the Accept Email From field is blank.
Copy the newly created Email Address that is displayed
Go to Contract Vehicles or Our Contracts using App Launcher.Note: In this step depending on the set up in your instance, you may be required to access a different Contract object.
Open or create the Contract Vehicle record for which you wish to ingest Task Orders.
Click Edit.
Paste the recently copied Email Address into the Incoming Task Order Mailbox field and click Save.
Start forwarding emails to the above pasted Email Address and Task Orders are automatically ingested for this Contract.