功能 根据邮件回复内容进行审批或者字段更新等
新建Email Service (配置允许的邮件地址等,新建Email Addresses) 并且编写后台Apex
global class ******EmailService implements Messaging.InboundEmailHandler{
global Messaging.InboundEmailResult handleInboundEmail(Messaging.InboundEmail email,
Messaging.InboundEnvelope envelope) {
//Finance Flag and SOC Flag
Boolean Finance = False;
Boolean SOC = False;
Boolean GM = False;
Boolean Technical = False;
Boolean FinanceVP = False;
Boolean isReply = true; // REPLY SUCCESS EMAIL OR NOT
final String[] lstReviewResult = new String[]{'Approved', 'Rejected'};
Integer intReviewRes = -1; // -1=Error ; 0=Approved ; 1=Rejected ;
Messaging.InboundEmailResult EmailResult = new Messaging.InboundEmailresult();
String userEmail = email.fromAddress;
String emailBody =
( email.plainTextBody != null ? email.plainTextBody : email.htmlBody.replaceAll('<[^>]*>', '\n'));
if (email.subject.contains('[#RVID:') && String.IsNotBlank(emailBody)) {
// get Opportunity Id
String OpportunityId = email.subject.substring(
email.subject.indexOf('[#RVID:') + 7,
email.subject.indexOf('#]')
);
Opportunity opp = [
SELECT id,
*************
FROM Opportunity
WHERE id =: OpportunityId
];
List<User> userList = [select id, Email, Name, LastName, FirstName, Profile.Id from User where Email =: userEmail and IsActive=true];
Profile FinanceProfile = [select id, name from Profile where name='Finance'];
if (userList[0].Profile.Id == FinanceProfile.Id) {
Finance = TRUE;
}
Profile FinanceVPProfile = [select id, name from Profile where name='Finance VP'];
if (userList[0].Profile.Id == FinanceVPProfile.Id) {
FinanceVP = TRUE;
}
User SOCUser = [select id, Email, Name, LastName, FirstName, BMO_specialist__r.Email from User where id =:opp.Owner.BMO_specialist__c];
if (userList[0].Id == SOCUser.Id) {
SOC = TRUE;
}
User GMUser = [select id, Email from User where id =:opp.Owner.Contract_Approver__c];
if (userList[0].Id == GMUser.Id) {
GM = TRUE;
}
Profile technicalProfile = [select id, name from Profile where name='Technical'];
if (userList[0].Profile.Id == technicalProfile.Id) {
Technical = TRUE;
}
User user = userList[0];
if (user != null) {
// get Email Content and clear empty line
List<String> lines = emailBody.split('\n');
for (integer i = 0; i < lines.size() ; i++) {
if (String.IsBlank(lines[i]))
lines.remove(i);
}
String reviewResult = lines[0].trim();
String reviewComments = lines[1];
if (reviewResult.equalsIgnoreCase('APPROVE') || reviewResult.equalsIgnoreCase('APPROVED') ||
reviewResult.equalsIgnoreCase('YES') || reviewResult.equalsIgnoreCase('Approved') ||
reviewResult.equalsIgnoreCase('Approve') || reviewResult.equalsIgnoreCase('Yes')) {
intReviewRes = 0;
} else if (reviewResult.equalsIgnoreCase('REJECT') || reviewResult.equalsIgnoreCase('REJECTED') ||
reviewResult.equalsIgnoreCase('NO') || reviewResult.equalsIgnoreCase('Reject') ||
reviewResult.equalsIgnoreCase('Rejected') || reviewResult.equalsIgnoreCase('No')) {
intReviewRes = 1;
}
// update opportunity value
if (intReviewRes >= 0 && Finance && opp.Finance_Approval_Status__c == 'Pending') {
opp.Finance_Approval_Status__c = lstReviewResult[intReviewRes];
opp.Finance_Dept_Comments__c = reviewComments;
} else if (intReviewRes >= 0 && SOC && opp.SOC_Dept__c == 'Pending') {
opp.SOC_Dept__c = lstReviewResult[intReviewRes];
opp.SOC_Dept_Comments__c = reviewComments;
} else if (intReviewRes >= 0 && GM && opp.GM_approval_Status__c == 'Pending') {
opp.GM_approval_Status__c = lstReviewResult[intReviewRes];
opp.GM_approval_Comments__c = reviewComments;
} else if (intReviewRes >= 0 && Technical && opp.Technical_Dept_Status__c == 'Pending') {
opp.Technical_Dept_Status__c = lstReviewResult[intReviewRes];
opp.Technical_Dept_Comments__c = reviewComments;
} else if (opp.Legal_Dept__c == 'Pending'){
opp.Legal_Dept__c = lstReviewResult[intReviewRes];
opp.Legal_Dept_Comments__c = reviewComments;
}else if(intReviewRes >= 0 && opp.VP_Approval_Status__c == 'Pending' && FinanceVP){
opp.VP_Approval_Status__c = lstReviewResult[intReviewRes];
opp.VP_Approval_comments__c = reviewComments;
}
}
// reyply the procss result to reviewer
String repSubject = '[noreply]you have seccess to review.';
String repBody = 'Dear ' + user.FirstName + ' ' + user.LastName + ':\n' +
'You have successfully to review the Opportunity[' + OpportunityId + ']\n' +
'Thank you!';
//update opp
Database.SaveResult dbRes = null;
if (user != null && intReviewRes != -1 && String.IsNotBlank(OpportunityId)) {
dbRes = Database.update(opp);
}
if (user != null && isReply && dbRes != null && dbRes.isSuccess()) {
if (user.id != '005900000015hNj') {
CommonUtils.SendBasicMail(new String[]{userEmail}, repSubject, repBody, null);
}
} else {
//String failureReason = '';
repSubject = '[noreply]you have failed to review.';
repBody = 'Dear ' + user.FirstName + ' ' + user.LastName + ':\n' +
'You have failed to review the Opportunity[' + OpportunityId + ']\n' +
// 'Reasons for the failure :'+ failureReason +' \n'+
'Thank you!';
CommonUtils.SendBasicMail(new String[]{userEmail}, repSubject, repBody, null);
}
}
return EmailResult;
}
}
将邮件服务中的Email Address 存储为label ,新建对应的邮件模板 在邮件模板中使用该label
<messaging:emailTemplate replyTo="{!$Label.EmailServiceAdress}" subject="Destination Region is {!relatedTo.Region__c},Please review this {!relatedTo.RecordType.Name} [#RVID:{!relatedTo.ID}#]" recipientType="User" relatedToType="Opportunity">
<messaging:htmlEmailBody >
<html>
<script language="javascript">
var stringObj="{!relatedTo.Account.business_License__c}";
var newstr=stringObj.replace("&","&");
</script>
<head>
<p>Dear {!recipient.FirstName}</p>
<p>you have a {!relatedTo.RecordType.Name} approval request.</p>
<p>Direct email reply approve rule:</p>
<p>Email first line: if agree reply (APPROVE, APPROVED, YES), else reply (REJECT, REJECTED, NO)</p>
<p>Email second line: add approve(or reject) Comments.</p>
<p>直接回复邮件的方法:</p>
<p>请在第一行里面输入:如果通过请输入(APPROVE, APPROVED, YES),拒绝请输入(REJECT, REJECTED, NO)</p>
<p>请在第二行里面输入您的(包括通过/拒绝)的理由.</p>
<p>------------</p>
<p>Or to approve or reject this item, click this link</p>
<p>{!Left($Api.Enterprise_Server_URL_190,(find('/services',$Api.Enterprise_Server_URL_190))) + relatedTo.id}</p>
</head>
<body style="margin:10px auto;font-size:10px">
--------------------English Version------------------------
<div >
<table border="0" width="100%" style="border-collapse: collapse;margin:8px auto;font-size:15px" >
****************************
</table>
<table border="1" width="100%" style="border-collapse: collapse;margin:8px auto;font-size:15px" >
<apex:repeat value="{!relatedTo.Payment__r}" var="pay">
****************
</apex:repeat>
</table>
</body>
<foot>
Thank you
</foot>
</html>
</messaging:htmlEmailBody>
</messaging:emailTemplate>