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            Integration with Email

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            3. Agentforce Life Sciences

            Integration with Email

            To get started with event management email integration, complete the prerequisite tasks.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.

            Prerequisites

            • Make sure that the user is assigned to the same territory that the managed event is part of. The territory must also be active.
            • Add dynamic picklist values for the Subject Material Template’s Template Type field, such as EmailTemplate.
            • Add the Life Science Email Template Snapshot related list to the Life Science Email Template object’s page layout.
            • Add the Files related list to the Life Science Email Template Snapshot object’s page layout.
            • The managed event must have participants added to it.
            • Create a Subject record. Make sure the usage type is Managed Event.
            • Create a Subject Assignment record.
            • Add ZIP files to the email template. Each template version must have an HTML file and a thumbnail. For more information on what you can include in the ZIP files, see Dynamic Capabilities for Email Templates.

              Use the following values as an example to create an HTML file.

              Field Value
              Title index
              PathOnClient index.html
              FileType HTML
              Content The HTML body

              Use the following values as an example to create a JPG file.

              Field Value
              Title thumbnail
              PathOnClient thumbnail.jpg
              FileType JPG
              Content Any JPG image

            Create an Email Template

            To configure email templates and template versions, create a Life Science Email Template record, and an associated Life Science Email Template Snapshot record. Then, add the ZIP files to complete your email template setup.

            Required Editions

            User Permissions Needed
            To create an email template: Life Sciences Commercial Admin permission set
            1. Create an email template.

              Make sure the Send Consent Acknowledgment checkbox is unselected.

              1. From the App Launcher, find and select Life Science Email Templates.
              2. Click New.
              3. Enter a name for the email template.
              4. Select Active.
              5. Enter an effective start date and end date.
              6. Save your changes.
            2. Create an associated template version.
              1. Go to the related list of the Life Science Email Template record.
              2. In the Life Science Email Template Snapshot, click New.
              3. Make sure that the record selected in the Email Template field is the Life Science Email Template record that you’re adding the version for.
              4. In Status, select Active.
              5. Enter a version number.
              6. Select the date on which the version is active.
              7. Enter an email subject, such as, Invitation for Diabetes Management Event.
              8. In File Identifier, enter a keyword to match the content file, such as index.
              9. Save your changes.
              10. Click the record you created.
            3. Attach files to the email template. Add an HTML file for the email body, and a JPG file for the thumbnail.
              1. Go to the related list of the Life Science Email Template Snapshot record.
              2. In the Files section, click Upload Files.
              3. Add a file to share.
              4. Save your changes.

            Create a Subject Material Template for Emails

            Associate a managed event subject with an email template. This object is a junction between the Subject and the Life Sciences Email Template objects.

            Required Editions

            User Permissions Needed
            To create a subject material template: Event Management permission set
            1. From the App Launcher, find and select Subject Material Templates.
            2. Click New.
            3. Enter a name for the subject material template.
            4. Select the managed event subject you want to associate with an email template.
            5. For Template Type, select the value that represents email templates.
            6. For Template Reference, select Life Science Email Template, and then select a corresponding record.
            7. Save your changes.

            See Also

             
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