Either Lightning Experience or Salesforce Classic, and owns the domain (mycompany.com), use either Send through Salesforce or Email Relay. Either Lightning Experience or Salesforce Classic, and doesn’t own the domain (e.g. your email address ends in @outlook.com, @hotmail.com, etc.), use Send through Salesforce.
Send through Salesforce: Users can also send email through Salesforce without integrating with an external email service. Email Relay: Send Salesforce email through your company’s email server.
Table of Contents
How do I send an email from Salesforce?
Send through Salesforce: Users can also send email through Salesforce without integrating with an external email service. Email Relay: Send Salesforce email through your company’s email server. Lightning Experience and Gmail, use Send through Gmail. Lightning Experience and Office 365, use Send through Office 365.
Why should I add an email address to my Salesforce account?
By adding an email address you (or, hopefully, your nominated email address) get BCC’d copies of all the emails that Salesforce sends out including Workflow and Process Builder email alerts, chatter messages and individual emails (not password reset mails or import completion notifications though). What’s the benefit?
What is the default email address for Salesforce classic?
Salesforce Classic and your email address ends in @gmail.com, @aol.com or @yahoo.com, you need to register for a domain that you control, and use this new domain for all of your emails sent from Salesforce due to the Domain-based Message Authentication, Reporting & Conformance (DMARC) policy at Gmail, AOL and Yahoo.
What is domain match in Salesforce?
Domain Match: If you send email from the “main” domain (e.g. example@salesforceben.com, without any subdomain (e.g. example.subdomain.salesforceben.com) then “Exact Domain” only is fine; otherwise choose one of the other options as appropriate. This is the bit which could involve your IT department.
How are Salesforce emails sent?
Emails from Salesforce It can be sent using Salesforce email servers ‘Send Through Salesforce’, using gmail or office 365 accounts ‘Send through Gmail or Office 365’ or using a company SMTP mail server ‘Send Email Through Email Relay’.
Can you use Salesforce to send emails?
You can send emails from Salesforce via your Gmail or Office 365 accounts in the Salesforce Lightning Experience. To the recipients, your emails will look as if they have arrived from Gmail or Office 365.
How does my email to Salesforce work?
When your Salesforce admin activates Email to Salesforce, you receive an email that contains your system-generated Email to Salesforce address. This address also appears in your personal settings. Access your personal settings to configure Email to Salesforce before you use it.
Where are emails sent from Salesforce?
To find the email in Past Activity, click the Activity tab. To open the email’s task record, where you can view the message and related details, click the email link. And if you use Automatic BCC, you can find the sent email in your inbox.
How do I integrate email with Salesforce?
0:052:47Salesforce email integration – YouTubeYouTubeStart of suggested clipEnd of suggested clipI can link this email to a related Salesforce. Record like a contact account opportunity or even aMoreI can link this email to a related Salesforce. Record like a contact account opportunity or even a custom object.
How do I send and receive emails in Salesforce?
Email to Salesforce lets users assign emails to leads, contacts, opportunities, and other specific records in Salesforce….Enable Email to Salesforce for Your UsersFrom Setup, enter Email to Salesforce in the Quick Find box, then select Email to Salesforce.Click Edit.Select Active.More items…
How do I automate emails in Salesforce?
If you want Salesforce to be able to send automated emails, it is not possible. You can set up an email template in salesforce and have it sent out automatically when triggered by certain events or criteria, but this is just one way that using salesforce as your email marketing tool can be beneficial for your business.
How do I link my Salesforce email to Outlook?
Open your Salesforce Org. Search Outlook in quick find box and Select Outlook Integration and Sync. Then enable Outlook Integration and Lightning Sync button. Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.
How do I connect Salesforce to Outlook?
Set Up the Outlook IntegrationClick. … Enter Outlook in the Quick Find box, and then select Outlook Integration and Sync.Turn on the Outlook integration.Ensure that Use Enable Enhanced Email with Outlook is on to log emails as standard message objects and activate Email to Salesforce.More items…
What are the three email integration features does Salesforce have?
Email Integration Features from Sales CloudContact management.Lead management.Sales forecasting.Workflow automation.File sync and share.Data reporting and analytics.
How many ways we can send email in Salesforce?
You can enter up to five more email addresses. Click Save. Activate the workflow rule and its email alert. Click Activate next to the name of the rule.
Background
Email is so 2005, and yet traffic volumes are still growing 4% per year. It’s still an important vector for communications but with flaws due to its design heritage.
Compliance BCC Email for help with troubleshooting
The title may sound officious, but Compliance BCC is really handy for troubleshooting.
Authenticate your email: SPF
Sender Policy Framework (SPF) shows that another server (e.g. salesforce.com) has permission to send on behalf of a whole domain (e.g. salesforceben.com) and is much stronger than a verified email address (which only proves that you had access to a single email address for a moment in time).
Tamper-proof: DKIM
After SPF, along came another progression. DomainKeys Identified Mail (DKIM) shows that no one altered your email on route from the sender’s email server, to the recipient’s email server.
DMARC
SPF shows that the sender is valid, DKIM shows that the email hasn’t been interfered with, but what about the rest of the emails that appear to be coming from your domain? Is it a forgery (just like anyone can print a letterhead) or should the email still be considered valid? Domain-based Message Authentication, Reporting and Conformance (DMARC) completes the set and tells the recipient email server what to do..
Testing and Further Reading
You may want to use the DMARC.org’s resources to test your SPF, DKIM and DMARC setup. DNS changes can take up to 48 hours to percolate, so do remember to be patient!
Users can send emails through the following methods
Send through Gmail: Send end user emails in Salesforce using Gmail accounts.
Considerations for Using Send through Gmail and Send through Office 365
Send through Gmail and Send through Office 365 allow Gmail and Office 365 Users to send their Salesforce email through their Gmail or Office 365 accounts. This is limited to emails sent through the Lightning Email Composer or certain emails sent via the API.
Additional considerations
Emails sent through workflows and triggers are still sent through Salesforce or Email Relay.
Considerations for Using Email Relay
Email relay automatically routes Salesforce-generated emails through your company’s mail service.
Additional considerations
For bounce management to work, your email server must allow the relaying of email sent from Salesforce.
Considerations for Using Send through Salesforce
Your users can send emails through Salesforce without integrating with an external email service. This a great approach if you’re using Salesforce Classic, need bounce management, or aren’t using Gmail or Office 365 with Lightning Experience.
Additional considerations
Emails may be flagged as spam by certain email providers if email authentication is not configured properly following the recommendations below.
