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Next steps after enabling email

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Next steps after enabling email

After enabling email on your instance, consider performing several of these important tasks.

  • Test the email configuration by routing all email to a single user (set the glide.email.test.user property).
  • Review the baseline email notifications and templates to determine if they meet your business needs.
  • Review the baseline inbound email actions to determine if they meet your business needs.
  • Determine if you want to use email filters to restrict the email the instance receives.
  • Determine if you want to implement a retention policy to archive and destroy email at certain intervals.
  • Determine what kind of watermarks outbound email uses to associate records with email messages.
  • Determine if you want to create users when the instance receives an email from an unrecognized user.
  • Set the precedence of outgoing mail. By default, the instance sends email with a precedence of bulk (set the glide.smtp.precedence_bulk property).
  • Consider preventing untrusted users from triggering inbound actions to prevent unwanted email from affecting your instance.
  • Implement a spam filter to restrict unwanted messages sent to your custom email addresses.
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