Zumzum Financials Knowledge Base
Overview
Zumzum Financials provides a streamlined capability to distribute your financial documents directly from Salesforce. Using the Send As Email feature, users can quickly email Sales Invoices and Sales Credits to customers. This feature supports advanced routing and compliance controls, including organization-wide default senders and silent BCC copying.
Key Configuration Features
Before utilizing the Send As Email functionality, administrators can configure several powerful options on the Document Template or Company record to standardize outbound communications.
| Current Assets | Stock (Balance Sheet) |
|---|---|
| Email Template ID | Defines the standard Salesforce Classic Email Template used for the outbound email body. This can be set on the Document Template to override the default Sales Invoice Settings Custom Metadata Type of Company Setup. |
| Default Sender Email Address | Allows administrators to route emails through a verified Org-Wide Email Address (e.g., billing@company.com) rather than the individual user’s email address. Configured on the Document Template. |
| BCC Email Address | Provides a mechanism to silently blind carbon copy (BCC) a specified email address (e.g., an audit or archive mailbox) on all outbound Sales Invoices and Credits generated from the template.This feature does now support Compliance BCC in Salesforce. |
Step-by-Step Guide: Sending a Document via Email
Follow these instructions to email a Sales Invoice or Sales Credit to your customer:
- Navigate to the Sales Invoices or Sales Credits tab in Zumzum Financials.
- Select and open the specific record you wish to send.
- Click the Send As Email button located at the top of the record page.
- A preview or email drafting screen will appear. The system will automatically pull in the Email Template ID, Default Sender Email Address, and optionally BCC Email Address as defined by the associated Document Template.
- Review the recipient email addresses. These are typically sourced from the associated Account Billing Contact record.
- Review the subject line and email body for accuracy. Make any necessary manual adjustments if allowed by your template settings.
- Click Send. A PDF version of the Sales Invoice or Credit will be generated and attached to the outbound email automatically.
- An activity record will be created on the record to signify the outbound email was sent.
System Administrator Considerations
- Deliverability: Ensure that any email address specified in the Default Sender Email Address is properly verified in Salesforce Org-Wide Email Addresses to prevent bounced emails.