Amazon Simple Email Service (SES) with Salesforce integration can help businesses enhance their email communication with customers.
SES enables the delivery of personalized, transactional emails, while Salesforce empowers efficient customer data management and communication tracking.
In this blog today, we will walk you through the steps to seamlessly integrate Amazon Simple Email Service (SES) with Salesforce. Lets’s start!
Steps to Integrate AWS SES with Salesforce
Step 1: Create an AWS account
- Begin by visiting the AWS website and locating the “Create an AWS Account” button.
- Fill out the required personal information, including your name, email address, and password.
- Select your desired account type – individual or business – based on your needs.
- Provide your billing details, such as credit card number and billing address.
- Choose the support plan that suits your requirements, ranging from basic (free) to developer, business, or enterprise plans with varying costs.
- Thoroughly review and accept the AWS Customer Agreement, which outlines the terms and conditions for utilizing AWS services.
- Confirm your account by supplying a valid phone number. AWS will employ this number to send you a verification code.
- Enter the verification code received via text message or phone call to finalize the verification process.
Step 2: Create SMTP Credentials
- Access the AWS (SES) Console.
- Navigate to the SMTP Setting section.
- Click on “Create SMTP Credentials.”
- Save the following details for future use: SMTP Endpoint, SMTP Username, and SMTP Password.
Step 3: Create access key
- Visit the Identity and Access Management (IAM) page.
- Create Access keys within the IAM console.
- Take note of your access key and secret access key. These will be used for future reference
Step 4: Download AWS SDK and Upload it as a static resource to Salesforce
- Click on the new button and upload your js file- awsjssdk
Step 5: Create a Remote Site Setting in Salesforce
- To begin, navigate to Setup and enter “Remote Site Settings” in the Quick Find box. Then, select “Remote Site Settings” from the search results.
- Locate and click on the “New Remote Site” button.
- In the “Remote Site Name” field, provide a descriptive name for the remote site. For instance, you can use “Amazon AWS” as an example.
- Fill in the “Remote Site URL” field with the URL of the external system or service you wish to connect to (e.g., http://s3.amazonaws.com).
- In the “Active” field, choose “Active” to enable the remote site or “Inactive” to disable it.
- Finally, click the “Save” button to save the remote site settings.
Step 6: Create a Content Security Policy Trusted Sites
- To begin, go to the Setup menu and enter “CSP Trusted Sites” in the Quick Find box. Then, select “CSP Trusted Sites” from the search results.
- Locate and click on the “New Trusted Sites” button.
- In the “Trusted Site Name” field, provide a descriptive name for the trusted site. For example, you can use “Amazon” as an example.
- Fill in the “Trusted Site URL” field with the URL of the external system or service you wish to connect to. For instance, use the following URL: “https://email.ap-south-1.amazonaws.com“.
- Select the checkboxes for “Allow site for style-src,” “Allow site for media-src,” “Allow site for img-src,” “Allow site for font-src,” and “Allow site for connect-src” to enable these permissions for the trusted site.
- Finally, click the “Save” button to save the trusted site configuration.
Step 7: Create a Lightning web component to send emails using the AWS SES service.
Step 8: Final step is to test your LWC component
- Save your LWC component file and deploy it to your Salesforce org.
- Add the SESBulkEmail component to a Lightning page.
- Click the “Send Email” button to initiate the sending of a test email.
Conclusion :
Combining Amazon Simple Email Service (SES) with Salesforce can be achieved by utilizing the Amazon SES SMTP interface and configuring the Email Relay Settings in Salesforce. Although this procedure may necessitate some technical proficiency, it can be seen as a straightforward method to seamlessly integrate the two services.
Node.js cannot be used with AWS-SDK in Salesforce, so an alternative raw SDK is required. This SDK offers pre-built methods to send emails, effectively resolving the issue of Salesforce’s daily limit.
That’s all in today’s coverage. Stay tuned for more interesting Salesforce development services coming soon!
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