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Email From Organization-Wide Address

See below for steps to configure a Document Action to display a default organization-wide email address as the sender’s email.

  • In the Document Action record, paste the Org-Wide Address Salesforce Id into the Document Action field Email From Org Wide Address. This can be a hardcoded Salesforce Id or merged formula field.
    • To find the Salesforce Id of the Organization-Wide Address, go to setup>Organization-Wide Email Addresses and locate the one you want to use and click “Edit”. Copy the Salesforce Id of the Organization-Wide Email Address, which can be found in the URL after “” and before “/e”. For example: In URL Salesforce ID is be 0D2360000008Qkk
  • Click “Save”.
  • Copy the updated button code and paste it into your custom button.

How to Configure a New Organization-Wide Email Address

  • To create a new Organization-Wide Email Address: Go to Setup–>Email Administration –> Organization-Wide Addresses.
  • Click Add and set the Name, email address, and permission.
  • If you only allowing certain profiles to use the address, make sure these are the same profiles as assigned to users that will be using Opero Documents.
  • Click “Save”.
  • A verification link is sent to the organization-wide email address you have listed. Open the email and click the link to activate it.