SMTP password storage and management

SMTP integration allows you to store multiple SMTP accounts for use with an SMTP Delivery. You add your SMTP credentials, then when you create an SMTP delivery, you can select from a list of available SMTP accounts.

Tip: You can also add SMTP credentials on the SMTP Delivery. Use Third Party Integrations to manage credentials.

Add and manage SMTP credentials

Add, delete, or update SMTP credentials.

To add SMTP credentials to the app

  1. From the Force.com app menu, select Nintex DocGen, and then click DocGen Admin.

    Tip: You can also select this from Lightning with the App Launcher.

  2. Under Configuration, click Third-party Integrations.

  3. From Add Service, select SMTP.

  4. In Name, type a name for the credentials. This name appears in the app.

  5. In Domain, type the domain name of the SMTP server. For example, type gmail.com for the Google email service.

    (Optional) You can type a colon and port number (smtp.example.com:587) if your SMTP service requires a port.

    Caution: Do not use port 465 in Domain. Nintex Drawloop DocGen® for Salesforce supports SSL over port 587, which is more secure.

  6. In Username, type the username.

    For example, type the email address you use to send emails from the SMTP service.

  7. In Password, type the password.

  8. Click Authorize.

To update SMTP credentials

  1. From the Force.com app menu, select Nintex DocGen, and then click DocGen Admin.

    Tip: You can also select this from Lightning with the App Launcher.

  2. Under Configuration, click Third-party Integrations.

  3. Click Edit for the SMTP credentials you want to edit.

  4. Edit the credentials and click Save.

    Tip: You must enter the password each time you edit credentials.

To delete SMTP credentials

  1. From the Force.com app menu, select Nintex DocGen, and then click DocGen Admin.

    Tip: You can also select this from Lightning with the App Launcher.

  2. Under Configuration, click Third-party Integrations.

  3. Click Delete for the SMTP credentials you want to remove. 

Related information

SMTP Service