Configure Routines From Address

Define what email address to use in the From field for your Routine email notifications. Let's say you have configured a specific channel for Routines. You can set up the Send Email action to use the From address you specify for emails sent from Routines via Exchange, for example, routines-noreply@<customer_domain>.

Help teams quickly recognize notifications sent from routines by sales administrators. This can also minimize the risk of important notifications being sent to spam folders or rejected.  

Steps to Enable

Prerequisities:

  • Your domain must already be registered in SPF and DKIM

Steps to Configure:

  1. Navigate to "Setup and Maintenance". This can be found by clicking the link for the logged in user.
  2. Click the menu icon on the right side of the screen and click the Search link.
  3. Enter "Manage Communication Channels" in the search field and click the search icon.
  4. Select the "Manage Communication Channels" task and click the "Create Channel" button.
  5. Enter the following details:
    1. Select CRM for Stripe Code
    2. Select Routines for Purpose
    3. Select E-mail for Type
    4. Enter the email from address for Account Name. For example, routines-noreply@<yourdomain.com>
    5. If you want a name to display for the from email address, then enter the desired from name in display name. For example, if you enter Routines Admin, then the from address format will be Routines Admin <routines-noreply@yourdomain.com>.
  6. Select business unit, if needed.
  7. Set as active.
  8. Click Save and Close.

Tips And Considerations

If you create more than one channel for Routines, the channel with the latest update date will be selected.

Key Resources

Refer to the Email Setup Guide for email configuration: https://docs.oracle.com/en/cloud/saas/sales/fadsi/overview-of-email-setup.html#s20078935

Access Requirements

The following privileges are required to create routines:

  • ZCA_MANAGE_ROUTINES for access to the Routines application
  • ORA_CRM_EXTN_ROLE to create Routines for custom objects