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Cloudy DocGen & Signer Knowledge Base

Prerequisites for Verification Code Settings

Before configuring the Verification Code settings, ensure that the following Salesforce settings are configured correctly.

Verify the Automation Flow

Ensure that the required Flow for sending the document with a verification code is active.

The active Flow should be configured according to your business requirements and should trigger the document and verification code email when the defined conditions are met.

Configure Email Deliverability

If users are not receiving verification code emails, check the Salesforce Deliverability settings.

Steps to configure Email Deliverability:

1. Click the Gear icon (⚙️).

2. Select Setup.

3. In the Quick Find box, search for Deliverability.

4. Open Deliverability under Access to Send Email (All Email Services).

5. Check the Access Level.

6. Set the Access Level to All Emails.

7. Click Save.

Configure Workflow Rule Email Settings

Verify that the required Workflow Rule email configuration is set correctly.

Steps to Configure Workflow Rule Email Settings

  1. Click the Gear icon (⚙️).
  1. Select Setup.
  1. In the Quick Find box, search for Workflow Actions.
  1. Click on Email Alerts.
  1. Click Continue.
  1. Ensure that the From Email Address is configured as the Default Workflow User’s Email Address.
  1. Click Save.

Note: These settings should be configured before testing the Verification Code functionality to ensure that verification code emails are delivered successfully.