Allow creation and update of T&E Items via email
If business reasons dictate you may want to allow users to create and update T&E items via email. To enable this functionality complete the following:
1.Setup email Service
Setup > App Setup > Develop > Email Services
In the fields, enter the following:
Email Service Name: TEItem_Mail (or any other name)
Apex Class: TEItemEmailHandler
Accept Attachments: All
Active: Select
Modify the Failure Response settings or leave the defaults
Click on “Save and New Email Address”
2. Modify the email address
Set it to “te”, optionally modify the default Context User and remove all entries from “Accept Email From”.
Click on “Save”.
3. In the Setup tab in the “Welcome” tab or the Setup link in the T&E Workbench, you will now see the email address. If not, make sure that the Email address is “te”.
4. You can set up a email address in your normal server and forward the mails to the address displayed. (so you do not need to remember the email address generated by SalesForce)
5. If you do not receive the test emails, make sure that the “Accept Email From” fields are empty and that the “Advanced Email Security Settings” are de-selected. If it is working, we suggest to enable the security settings to reduce/prevent spam.
The T&E Items are created based on the email tags used. For details refer to Email Tags.
Enable Customer Approvals via email
If business reasons dictate, you may want to allow customers to approve or reject time or expense entries via email. To enable this functionality complete the following:
1.Setup email Service
Setup > App Setup > Develop > Email Services
In the fields, enter the following:
Email Service Name:CustomerApproval_Mail (or any other name).
Apex Class: TEReportCustomer
Accept Attachments: All
Active: Select
Modify the Failure Response settings or leave the defaults
Click on “Save and New Email Address”
2. Modify the email address
Set it to “ca”, optionally modify the default Context User and remove all entries from “Accept Email From”.
Click on “Save”.
3. In the Setup tab in the “Welcome” tab or the Setup link in the T&E workbench, you will now see the email address. If not, make sure that the Email address is “ca”.
4. You can set up a email address in your normal server and forward the mails to the address displayed. (so you do not need to remember the email address generated by SalesForce)
5. If you do not receive the test emails, make sure that the “Accept Email From” fields are empty and that the “Advanced Email Security Settings” are de-selected. If it is working, we suggest to enable the security settings to reduce/prevent spam.