Branding, Notifications, and Email
Company branding, communication routes, order email settings, and holidays
Company Branding
Email & Notifications Settings feed shared branded email and PDF presentation. Keep brand values current before editing route-specific communication copy. Operational emails should use the packaged shared shell rather than one-off HTML layouts.
Notification Profiles
Notification Profiles define recipients, CC/BCC routing, and operational notification behavior. Use them for alerts that need configurable recipients instead of hard-coding addresses in Apex or LWC.
Examples of notification-driven surfaces:
| Area | Behavior |
|---|---|
| 3PL fulfillment failures | Runtime alert recipients and cooldowns. |
| Order emails | Invoice, payment, and tracking communication routes. |
| Item notifications | Item setup and inventory notification routing. |
| Shared operations alerts | Email shell and recipient consistency. |
Communication Routes
Communication definitions provide packaged subjects, email bodies, notification copy, and merge fields. Admins can override copy at the route-event level from Email & Notifications Settings when a specific route needs different wording.
Use this rule: if an operational email or bell notification needs configurable delivery, manage it through the communication route profile instead of adding a separate template or recipient settings surface.
Order Email Settings
Order Email Settings control customer-facing communication around invoices, payment links, order notices, and tracking. After changes, send a QA email from a non-production customer record or sandbox-only test record and confirm:
- Subject and branding are correct.
- Recipients and CC/BCC are correct.
- Merge fields render with expected customer/order values.
- Email history is written to the source record.
Holidays
Org Holidays define business-day behavior for workflows that depend on operating calendars. Update holidays before SLA or schedule-sensitive reporting starts using the new period.
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