This configuration allows a user to end an Office 365 review by email.

This functionality is only available through app level flow and not delegated flow. 


To configure the email service

  1. Go to Setup > Build > DevelopEmail Services.
  2. Click New Email Service.
  3. Enter the following details:
    1. Email Service Name: Enter ApttusEndReviewByEmailO365.
    2. Apex Class: Enter AgreementEndOffice365ReviewByEmail.
    3. Accept Attachments: Select Binary Attachments Only.
    4. Advanced Email Security Settings: Leave the checkbox unselected.
    5. Accept Email From: Leave it blank.
    6. Active: Select the checkbox.
  4. In the Failure Response Settings section, leave the options as is. 
  5. In the Email Addresses section, click the New Email Address button.
    This displays the Email Service Address page.
  6. Enter the following details:
    1. Email Address Name: Enter EndReviewByEmailO365.
    2. Email address: Leave the value as is.
    3. Active: Select the checkbox.
    4. Context User: The logged-in user name is provided by default. Leave the user name as is.
    5. Accept Email From: Delete the default email address and leave it blank.
  7. Click Save.
    This displays the Email Service: ApttusEndReviewByEmailO365 page.
  8. From the Email Addresses section, copy the email address.
  9. Navigate to the Admin Home page. 
  10. Click New. This displays the Admin Edit page.
  11. Enter the following details:
    1. Name: Enter APTS_EndOffice365ReviewEmailServiceAddress.

    2. Value: Paste the email address from the email service.

  12. Click Save.