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Managing Email services

Table of сontents

The Emails service uses an email gateway that supports two operation modes:

  • For outbound emails: the service captures such emails and identifies value placeholders that are used as references of the recipients' sensitive data. Then, it swaps these placeholders with their clear-text values by pulling them from the InCountry Vault. Once sensitive data is replaced, an email with clear-text values is routed to your SMTP server within the same country and this email is further delivered to the target recipient.
  • For inbound emails: the service captures emails and redacts their values, such as sender, subject, and email body while saving this sensitive data to the InCountry Vault. After this, Email Gateway delivers redacted emails to your system, so regulated data does not even touch your servers as the email becomes fully depersonalized.

You can manage Email services, as follows:

  • create new Email services
  • edit the existing Email services
  • delete the no longer needed Email services

Creating a new Email service​

note

You can create one Payments service per each activated country within an environment.

  1. On the menu, select Environments.
  2. On the opened list with environments or on the sidebar, select the environment where you want to create the Payments service.
  3. On the opened list with countries or on the sidebar, select the country where you want to create the Payments service.
  4. On the list with services, click Add service.
  5. At the Select service step, select Email.
  6. Click Next.
  7. At the Email handling step, select the modes which the Email service will use:
    1. Inbound emails - the email gateway will redact inbound emails with clear-text sensitive values.
    2. Outbound emails - the email gateway will unredact outbound emails with redacted sensitive values.
  8. Configure the parameters for the inbound email handling, as follows:
    1. IMAP server name - enter the address of the email service for the chosen mail provider, for example, mail.google.com.
    2. IMAP server - enter the address of the IMAP server, for example, imap.gmail.com.
    3. Port - enter the IMAP port to connect to the mailbox. Please check the IMAP port of your mail provider.
    4. Username - enter the username of the mail account for connecting through IMAP protocol.
    5. Password- enter the password of the mail account for connecting through IMAP protocol.
    6. Sender email - enter the email address which will be displayed in the From field once it is delivered to Salesforce.
    7. Salesforce service - select the Salesforce service which the Email service will operate for.
    8. Salesforce service mail address - enter the mailbox address that the Salesforce org allocated for the Email-to-Case feature.
    9. Deterministic tokenization key - enter the deterministic tokenization key that the InCountry Data Residency for Salesforce package generated.
    10. SMTP server - enter the address of the SMTP serverб for example, smtp.gmail.com.
    11. Port - enter the SMTP port to connect to the mailbox. Please check the SMTP port of your mail provider.
    12. Username - enter the username of the mail account for connecting through SMTP protocol.
    13. Password - enter the password of the mail account for connecting through SMTP protocol.
  9. Configure the parameters for the outbound email handling, as follows:
    1. Apply SMTP settings to outbound email - move the toggle right if you want to re-use SMTP parameters and credentials from the Inbound emails section.
    2. SMTP Server - enter the address of the SMTP server residing in the country of origin (of your recipients).
    3. Port - enter the SMTP port to connect to the mailbox. Please check the SMTP port of your mail provider.
    4. Username - enter the username of the mail account for connecting through SMTP protocol.
    5. Password - enter the password of the mail account for connecting through SMTP protocol.
  10. When complete, click Next.
  11. At the Review step, review the configuration.
  12. When complete, enter the verification code and click Create.
  13. Once a new Email service has been created, you need to save the credentials and the address of the email gateway. You will need to use these values when connecting your application to the email gateway. To save these values as a TXT file, click Download Text. To copy these values to the clipboard, click Copy to Clipboard.
  14. When complete, click Close.

Editing the Email service​

  1. On the list with services within an activated country, locate the Email service you want to edit.
  2. Hover over the corresponding Email service and click the Edit icon.
  3. On the Email handling page, modify the connection details as needed. For the details on email parameters, please check the Creating a new Email service section.
  4. When complete, click Next.
  5. Enter the verification code and click Update. You may need to save the credentials and the address of the email gateway.
  6. When complete, click Close.

Deleting the Email service​

  1. On the list with services within an activated country, locate the Email service you want to delete.
  2. Hover over the corresponding Email service and click the Delete icon.
  3. Enter the verification code.
  4. Click Delete.
info

Please consider that after the removal of the Email service, emails will be neither redacted nor unredacted (depending on what modes were configured for the Email service). You may need to re-adjust your email workflows to restore original functionality.