Set Custom Metadata in Notification Config for Email Address Update

When using the FieldFX Email Notification Admin Tool, you need to set the custom metadata in the notification configuration to update the email address. You configure the values once and the tool uses them whenever the tool sends messages and logs who was notified. Doing this avoids hard-coding addresses in each config but also keeps recipients current.

The advantages are:

  • Centralizes email addresses

  • Reduces maintenance

  • Protects configurations from breaking when an address changes

See Notification Configuration Custom Metadata Type for more information on this custom metadata type.

Follow these steps

  1. In FieldFX Back Office, click Setup.

  2. In the Quick Find box, type Custom metadata.

  3. Select Custom Metadata Types.

  4. Click Manage next to Notification Configs.

  5. At the Notification Configs window, click New and enter the following details:

    Field Enter…​

    Label

    Account

    Notification Config Name

    Account

    Condition

    $Name == Test

    Send To

    The email addresses separated by commas

    Sobject Type

    Account

    Email Template

    The email template name that you have created for the Content Document Link.

    File Name matching Criteria

    The filename the notification configure should look for and trigger a notification.

  6. Click Save.