Sign in to Salesforce and go to Setup. In Quick Find at top of left sidebar, type in Email Relay and click on Email Relays option as it appears. (If you have not activated this, click Try It Now and proceed.) Once activated, click button for Create New Relay.
Full Answer
Is it possible to use Salesforce as an email relay server?
It is possible to use Office 365 as your Email Relay server. Microsoft has enabled a partner connector and whitelisted all salesforce IP addresses. Show activity on this post. You cannot get a direct connection from SMTP relay of Salesforce to Exchange Online, it does not work. Microsoft does not allow for an open relay from Salesforce.
Is it possible to send email from Salesforce to Microsoft Office 365?
In what your trying, you're basically allowing anyone to send email from any Salesforce tenant, through Office 365 on behalf of your domain. Microsoft does not support email relay scenarios from shared IP space (Salesforce, Amazon, Azure etc.).
Can I use Office 365 as my email relay server?
It is possible to use Office 365 as your Email Relay server. Microsoft has enabled a partner connector and whitelisted all salesforce IP addresses. You have to set the following settings Email Host: xyz.mail.protection.outlook.com Port 25 TLS Setting Preferred
How to sync outlook with Salesforce?
Click on Save Button. Congrats, You Can Sync Outlook with Salesforce. If you want to change your settings, right-click the Salesforce for Outlook system tray icon and choose Settings. Click on Close button.
How do you relay an email in Outlook?
Configure a SMTP Relay Server Connection for Microsoft OutlookOpen the Server Manager: Click Start > Run > Server Manager > OK.Click the Manage drop-down.Click Add Roles and Features. ... Click the Next button on the Before You Begin section.More items...
How do I send an email from Salesforce to Outlook?
Steps to Integrate Outlook and SalesforceOpen your Salesforce Org.Click on Setup.Search Outlook in quick find box and Select Outlook Integration and Sync. ... Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.Click on Edit button.More items...•
How do I email a relay in Salesforce?
To set up an email relay:From Setup,in the Quick Find box, enter Email Relays , and select Email Relays.Select Create Email Relay.Configure these settings. Setting. Description. Host. ... Save the page.Set up an email domain filter. Important You must set up an email domain filter for email relay to work.
How does Salesforce Email Relay work?
When email relay is enabled, all emails sent using Send email or through any process (like APEX, Workflow or process builder) will go through email relay server. Whereas system emails like Reset password, verification code sent from MTA and they will not pass through email relay server.
Does Salesforce integrate with Outlook?
Salesforce for Outlook, a Microsoft® Outlook® integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce.
Is Salesforce for Outlook still supported?
Salesforce for Outlook is retiring in June 2023. We recommend that as a long-term plan, Salesforce administrators move users to our next-generation replacement products, Outlook Integration and Einstein Activity Capture.
How do I configure SMTP relay in Office 365?
Set up SMTP Relay in Office 365Open the Exchange Admin Center. Log in add your Exchange Admin Center and navigate to: ... Create a new Connector. Click on Add a connector to create a new connector. ... Connector name. ... Configure authentication. ... Review and create the connector.
What is SMTP Email Relay?
SMTP relay services allow businesses to send email without using their own servers or domain so that marketing messages can be separated from internal email communications. Email client software such as Outlook or Thunderbird provides a graphical interface for users to work with SMTP relay.
What SMTP does Salesforce use?
Select one of these options: Auth Plain— Salesforce uses PLAIN SASL mechanism for SMTP authentication. It's the default choice when you enable SMTP Auth. Auth Login— Salesforce uses LOGIN SASL mechanism for SMTP authentication.
How do I stop emails from going to spam in Salesforce?
Tips for Preventing Emails going to SpamCheck your email lists for dormant accounts. ... Use a recognizable sender name and a high-quality subject line. ... Check your email sender reputation. ... Verify your email lists and make it easy to opt-out. ... Avoid potentially “spammy” content.More items...•
How do I turn on email deliverability in Salesforce?
To configure email deliverability settings, in the sandbox org, from Setup, enter Deliverability in the Quick Find box, then select Deliverability. If editable, set the access level in the Access to Send Email section.
How do I enable email in Salesforce?
To be able to use Email to Salesforce, start by configuring it....Set Up Email to SalesforceFrom your personal settings, enter Email to Salesforce in the Quick Find box, then select My Email to Salesforce.Enter your own email address in My Acceptable Email Addresses . ... Under Email Associations, select options as needed.More items...
Housekeeping steps for successfully setting up Email Relay
Setting correct Deliverability settings and email relay so as to prevent modification of envelope From address of the email sent and the return-path. Any change in the email headers affects email delivery to the email server. The following 2 settings in the email deliverability must be disabled:
How to Secure Email Relay
Have your email relay whitelist only the IPs you want to relay mail for (ours and any others)
Advantages of Email Relay
Apply existing content filters to scan messages for data and content not approved for company email.
How to sync Salesforce email with Outlook?
STEP 1. Open your Salesforce Org. Click on Setup. 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. Click on Edit button.
How to install Salesforce on Outlook?
Click on beside Setup your User Name and Select My Settings. Search Outlook in quick find box and Select Salesforce for Outlook. Now Scroll down bottom of the page and Download Salesforce for Outlook using Download (Version) button. If Microsoft Outlook is Open, Close It. Now Install setup file on your computer.
What is Outlook email?
Microsoft outlook, or simply Outlook, is a personal information manager from Microsoft, that allows users to send and receive email on their computer . It provides many functionalities to manage various types of personal data like calendar appointments and similar entries, tasks, contacts, notes, and events.