how to set up email relay in salesforce

1. Navigate to the Setup menu in Salesforce and type Email Relays in the quick find. Click Create Email Relay.
2. For host enter the host of your relay. For gmail this is smtp-relay.gmail.com. For SendGrid it is smtp.sendgrid.net.
3. Set the port. For unencrypted or TLS connections most email relays use port 587. For SSL most email relays use port 465.
4. If you require authorization on your email server to setup relay, check that box and enter your credentials. We won’t do this in our example.
5. Click save. Next, navigation to Email Domain Filter in the quick find in the setup menu.
Click Create Email Domain Filter. TIP! Here is where you’ll decide under what circumstances that you want to send emails via relay. Of course, you can setup multiple relays. ...
Complete the configuration of the sender domain and recipient domain, if needed. In the email relay area select the email relay that you created in the steps above.
Check the active box and click save.

What is the use of email relay in Salesforce?

• Consult with Office 365 support for more information about this scenario.
• To learn more, please review How to set up a multifunction device or application to send email using Office 365.
• To learn more, please review Send Email Through Email Relay.
• Review Enable Email Relay notes for available SMTP authentication method.

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How do I send emails directly into Salesforce?

• Gmail and Office 365 handle deliverability and compliance.
• The emails your reps send through Salesforce come from their Gmail or Office 365 email addresses.
• Emails sent through workflows and triggers are still sent through Salesforce.
• Bounce management isn’t supported when you send through external email accounts.

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How do I Turn on Email deliverability in Salesforce?

• Save the settings
• Wait 48 hours (this is important) for those settings to percolate through the internet
• Pop back into Salesforce’s DKIM Keys screen and click on the relevant “selector” (see pink highlight on screenshot below)
• Press “Activate”
• All done!
• Ok… one thing extra. Sending from multiple domains? You will need to set up one per domain.

How to customize email link in Salesforce?

• Label: Google Info
• Name: Google_Info
• The custom button opens a link to http://google.com?q= {!Contact.Name} (where {!Contact.Name} is the current contact's name)
• Add the custom button to the Contact Layout page layout

How do I enable Email 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 do email relays work in Salesforce?

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.

How do I set up an Email Relay server?

Configure the SMTP RelayFrom Server Manager, select Tools > Internet Information Services (IIS) 6.0.Expand the server under Internet Information Services.Right-click SMTP Virtual Server, and select Properties.Click the Advanced button under the General tab, then click Add.Specify the IP address of the SMTP server.More items...

How do I set up an email domain in Salesforce?

Set up an email relay, if you haven't already.From Setup, in the Quick Find box, enter Email Domain Filters , and then select Email Domain Filters.Select Create Email Domain Filter.Configure these settings. Setting. Description. Sender Domain. ... Save the page.

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.

How does SMTP relay work?

How does an SMTP relay service work? When an email service provider (ESP) tries to send an email, it connects to the configured SMTP server and communicates with it using that protocol. Once it can communicate with the configured server, it's able to deliver the email message through an SMTP relay service.

Can I use Gmail for SMTP relay?

On your device or in your app, connect to smtp-relay.gmail.com on one of these ports: 25, 465, or 587.

How do I find my SMTP relay server?

You can generally find your SMTP email server address in the account or settings section of your mail client. When you send an email, with SMTP host Gmail or AOL, the SMTP server processes your email, decides which server to send the message to, and relays the message to that server.

How do I start SMTP service?

Click the Server > Status tab and select the Server Tasks view.Click Tools > Task > Start.From the list of server tasks, select SMTP Server.Click Start Task.Click Done to close the Start New Task dialog box.

What is email service in Salesforce?

Email services are automated processes that use Apex classes to process inbound email. Defining Email Service Addresses. Add an inbound email address for an email service. Defining Email Services.

Can you email from Salesforce?

Send email from Salesforce using the Salesforce servers. No need to integrate 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. Use your company's email server to send email from Salesforce.

How do I set up SPF in Salesforce?

To confirm that the SPF for the Salesforce record and Salesforce IPs pass validation checks, use the SPF Query Tool from Kitterman.com.With the tool open, go to the 'Test SPF Record' section.Enter your SPF policy details (not the one shown in the example below) and use an address in your domain.Click Test SPF Record.More items...

What does email relay mean in Salesforce?

In simple terms “Email Relay” means that any email that needs to go out from your Salesforce Org will be sent through your company’s email (SMTP) Server and not through Salesforce SMTP Servers.

How to route emails from Salesforce?

You can route all emails sent from Salesforce through your organization’s email (SMTP) server by configuring a feature called Email Relay. Configuring Email Relay is actually very simple, but if you run into issues it can easily consume a couple of days.

Can developers send emails through Apex?

Developers can send emails through Apex. Users can subscribe to emails for Chatter groups and posts. Salesforce itself can send system emails. For example for password resets, when a sandbox is ready, when sharing rules are recalulated, when weekly data export file ready and so on.

How to set up a relay in Salesforce?

1. Navigate to the Setup menu in Salesforce and type Email Relays in the quick find. Click Create Email Relay. 2. For host enter the host of your relay. For gmail this is smtp-relay.gmail.com. For SendGrid it is smtp.sendgrid.net. 3. Set the port.

Why set up email relay?

Finally, setting up email relay just gives your users an overall more seamless user experience. They know when they send an email from Salesforce it’s going to be delivered. You don’t have to worry about whether IT has properly configured SPF and DKIM for Salesforce. After all it’s your email server, not Salesforce’s sending the email.

Can you send emails via relay?

TIP! Here is where you’ll decide under what circumstances that you want to send emails via relay. Of course, you can setup multiple relays. You may have one process that sends a transactional email, and you’ll want to use your SendGrid email server in that situation. While in another business process you may want email to be sent by your corporate server, and another from your order management system. You can control this by choosing entering your domain/subdomain for that process in the sender domain area (ex. orders.paulbfischer.com).

Can you see sent emails in Salesforce?

Second, when you go to the sent folder in your email client or search your inbox for emails sent emails sent from Salesforce will be there! If you had the Salesforce email server sending the email you would only have this visibility in Salesforce. This may or may not be a concern. If you’re using the Lightning for Outlook/Gmail plugin you can simply search Salesforce from your inbox and see the email history there, and this becomes a mute point. But if you aren’t using Lightning for Outlook/Gmail then it could be tedious to track down the original email communication, and you would have to context switch to Salesforce (if the respondent didn’t quote your original email message in their response).

What is email relay in Salesforce?

An email relay uses an email server to send emails that originated somewhere else. 1. For being able to use ‘Email Relay Action’ in Salesforce, the System Administrator has to perform the following steps: Create a Support case with Salesforce Customer support to enable Email Relay in your organization.

Why do you route all emails through your own email servers?

Route all email through your own email servers to avoid the appearance of ’email spoofing’ forgeries.

What is email relay?

Email Relay refers to sending outbound email from Salesforce through your organization’s email server and then onto the recipient. The primary benefits are improving the likelihood of the email being delivered and a copy of all sent emails are saved to the sent folder of the email account used to send the emails.

Why does Salesforce send emails that are not SPF?

If you are sending email from Salesforce via an email relay with the Salesforce bounce management feature enabled, an email security standard called Sender Policy Framework (SPF) will result in a soft fail for emails sent from Salesforce due to a mismatch in authorized sending IP address and the actual sending IP address. Emails that do not pass the SPF validation could be blocked by the receiving email server. See the Bounce Management with Email Relay section in Salesforce help documentation for more info.

How to turn off bounce management in Salesforce?

If you don’t need to use the native email bounce management features in Salesforce, you can turn this feature off by navigating to Setup -> Email -> Deliverability and uncheck the box “Activate bounce management”.

How to reject email messages if they aren't sent over TLS?

After adding all of the IP addresses, click the “Next” button, and leave the box checked for “Reject email messages if they aren’t sent over TLS”. Click the “Next” button, then review the settings and click the “Save” button.

What is DMARC in email?

Domain-based Message Authentication, Reporting and Conformance (DMARC) is a policy that defines a structured process for email senders and receivers to collaborate around improving mail authentication practices of senders and enables receiving servers to reject unauthenticated messages. DMARC builds on other email authentication protocols – DomainKeys Identified Mail (DKIM) and Sender Policy Framework (SPF) – and requires putting those policies in place as well.

How to create a connector in Microsoft 365?

In the Microsoft 365 Admin Center, navigate to Admin Centers -> Exchange. This will open the Exchange Admin Center. In the Exchange Admin Center, navigated to Mail Flow (1) -> Connectors (2). Click the “+” (3) to create a new connector. In the pop up window, select “Partner organization” as the From and “Office 365” as the To.

How to test deliverability in Salesforce?

In Salesforce, navigate to Setup -> Email -> Test Deliverability. Enter your email address and send a test message.