A ‘reply to’ property allows you to specify an alternate address for replies to emails. The dynamic reply to takes a step forward and allows you to use an email address that is dynamically generated from Salesforce.
How does this work? Very simple. Follow the steps:
1- | Create a new form from blank |
2- | Drag a textbox. Change its label to contact last name |
3- |
Drag a hidden field and change its name to email_address |
4- |
Move the submit button below the hidden field |
5- |
Go to ‘Properties’ panel > ‘Form’ tab > ‘Settings’ option > ‘Emails’ category Turn on the ‘Dynamic reply to’ checkbox A dropdown will open containing your hidden field - choose it. |
6 |
Configure the Salesforce get integration: Go to 'Properties' panel > ‘Form’ tab > ‘Settings’ option > ‘Salesforce Integration' > 'Get from Salesforce' > press on 'Map fields' button. - Authenticate with salesforce - Select an object: Contact - Set a condition: Last Name equals contact last name - Map the fields: Email_address → Email - Press on ‘apply’ - Save your form |
7- |
Now test this Choose a contact from your Salesforce account to test this with. Copy the contact last name and make sure it has an email. - Publish your form as ‘URL’ - Paste the contact last name in the textbox - submit the form - now go to your mailbox and when the email arrives just press on ‘Reply to’ - you will see that the email address is same as the one in your Salesforce account. |
Find out more about how to Integrate forms with Salesforce Watch the video |