Upload Emails for Ingestion

By default, the CTK Email Parser ingests emails via the Email Service, processing emails sent to an organization-specific email address. However, users also have the option to upload email files in EML format for automatic parsing and processing, enabling seamless email handling automation. This functionality is particularly useful in the following situations:

  1. When emails lack specific markers (data points) to associate them with a specific Salesforce record.
  2. When bulk importing older emails into the system.

Demo

This demo demonstrates how users can upload an email to a Salesforce record. Once uploaded, the email is parsed and then attached to the same Salesforce record as an email message.

Setup Email Ingestion via upload 

  1. Go to CTK Email Parser Setup page
  2. Toggle switch Email Ingestion via Document Upload to enable feature
  3. Select objects to be enabled for automatic ingestion

NOTE: Emails uploaded to records of selected object types are automatically parsed and processed by the email parser, ensuring seamless integration and efficient handling.

Limitations

  1. Uploaded file should be in EML file format.
  2. Uploaded file (email and attachment) should have a combined file size of less than 2 MB