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Creating an email account in Dev Studio

Configure an email account to determine the email server and account details for receiving and sending email in your application. These accounts are used in the email listener and email channel to read emails and create or update cases, or send automatic replies and notifications.

As a best practice, create a new email account in App Studio. For more information, see Creating an email account.
  1. In the navigation pane of Dev Studio, click Records.

  2. Expand the Integration-Resources category, and then click Email Account.

  3. Click Create.

  4. On the Create Email Account page, enter a short description and an account name.

  5. Click Create and open.

  6. In the Account provider section, in the Email provider list, select an email provider.

  7. In the Sender section, in the Send using field, select SMTP.

    The sender details appear automatically in the SMTP host and Port fields. You can edit the information in these fields.
  8. In the Identity subsection, configure the identity information:

    1. In the Email address field, enter the email address that is associated with outgoing email.

    2. In the Display name field, enter the name to display for this sender.

    3. In the User ID field, enter the SMTP user ID that sends email from this host.

    4. In the Password field, enter the sender password.

    5. In the Reply to field, enter the email address to which the recipients of outgoing emails can reply. Use a working, valid email address that a person reviews or that the system processes.

  9. In the Connection subsection, configure the server connection information:

    1. In the SMTP host field, enter the host name or IP address of the SMTP server for outgoing email.

    2. In the Port field, enter the SMTP server port number for outgoing email connections.

      The following default outgoing email connection options are available:

      • 25 (unsecured)
      • 587 (STARTTLS)
      • 465 (SMTPS)
    3. Optional:

      To use SSL to send email messages through this server, select the Use SMTPS check box.

      Do not select this option if the email server uses STARTTLS.

      1. In the Lowest allowable SSL/TLS version field, select the lowest version of the protocol that you want to allow to communicate with an external server.

        The default value is TLS version 1.2.

      2. In the Truststore field, press the Down arrow key and select the application setting that holds your truststore certificates.

        If an application setting does not exist, you can create a new application setting by entering a setting name in the format <application>.<setting> and clicking the rule opener.

  10. If you want to enable digitally signed email for your application, in the Message signing section, configure the keystore settings:

    1. In the Keystore instance field, enter a Keystore data instance. For more information, see Keystores.

    2. Optional:

      In the Alias field, choose the alias of the key in the keystore to use for signing.

      If you leave this field blank, the system selects the first key in the keystore.

  11. Optional:

    To override the email sender default settings, in the Advanced section, update the settings:

    Customize the email sender with these settings carefully because they might result in an unproven, unsupported configuration.
    You can disable plain authentication for compatibility with some Microsoft Exchange servers by entering the following values:
    • In the Key field, enter mail.imaps.auth.plain.disable.
    • In the Value field, enter true.
  12. In the Receiver section, in the Receive using list, select an email protocol:

    • POP3
    • IMAP
    • Microsoft Graph
      Microsoft Graph appears only if you select Microsoft Office 365 in the Email provider list in step6.
  13. For connections that use the POP3 and IMAP protocols, in the Identity subsection, configure the User ID and password of the email address for incoming email.

    1. In the User ID field, enter the email address to use for incoming email.

    2. In the Password field, enter the recipient password.

      To populate the User ID and Password fields with the user ID and password from the Sender subsection, select Use sender's ID and password.

  14. For connections that use Microsoft Graph, in the Identity subsection, in the User Principal Name field, enter the account ID of the inbox to which you want to connect.

  15. For connections that use the POP3 and IMAP protocols, in the Connection subsection, configure the server connection information:

    1. In the Host field, enter the POP3 or IMAP mail server host name or IP address to use for incoming email.

    2. In the Port field, enter the POP3 or IMAP mail server port number for email connections.

      The following port numbers are available:

      • For IMAP servers, ports 143 (unsecured) or 993 (secured with SSL).
      • For POP3 servers, ports 110 (unsecured) or 995 (secured with SSL).
    3. Optional:

      To avoid using SSL/TLS for connections to your IMAP/POP3 server, clear the Use SSL/TLS check box.

  16. For connections that use Microsoft Graph, in the Connection subsection, in the Authentication Profile field, press the Down arrow key, and then select the authentication profile for your email account.

  17. Optional:

    To override the email receiver default settings, expand the Advanced section, and then specify the key and value for valid JavaMail API IMAP and POP3 protocol provider properties, as defined in the Java packages com.sun.mail.imap and com.sun.mail.pop3, respectively.

    Customize the email receiver with these settings carefully because they might result in an unproven, unsupported configuration.
    You can disable plain authentication for compatibility with some Microsoft Exchange servers. Enter the following values:
    • In the Key field, enter mail.imaps.auth.plain.disable.
    • In the Value field, enter true.
  18. Click Save.

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