how to setup email relays in salesforce

Setup 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.

Full Answer

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 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.

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...

What is Relay in SMTP?

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 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 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 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.

How do I whitelist an email domain in Salesforce?

Enable the Email Domain AllowlistFrom Setup, in the Quick Find box, enter User Management Settings , and then select User Management Settings.Turn on Email Domain Allowlist.

How do I send and receive emails in Salesforce?

Set Up Email-to-Case with a Guided Setup Flow Get your cases into Service Cloud fast with a quick guided setup flow for Email-to-Case. Connect your support email address to Salesforce, give your incoming cases a default priority and queue, and set up mail forwarding so your emails become cases for your support team.

How do I email directly from Salesforce?

Send Email in Salesforce ClassicOn the Activity History related list of a record, click Send an Email.To change formatting type, click Switch to Text-Only or Switch to HTML.To use a predefined email template, click Select Template.Complete the fields.Click Send.

How do I link my Outlook email to Salesforce?

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 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.

Can you have multiple relays?

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.

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.

Why enable Email Relay?

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

To request 'Email Relay' feature

Have a System Administrator Create a Case with Salesforce Customer Support.

Learn more before you activate Email Relay

Learn more before you activate Email Relay on your Exchange server in Salesforce.com IP Addresses and Domains to allow.

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.

How to create a new connector in Office 365?

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. Click “Next” and give the connect or a name and description. Click “Next” and select the option to “Use the sender’s IP address” to identify the partner organization. On the next screen, click the “+” button ...

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.

Can Salesforce email be sent through Office 365?

Due to the multi-tenant nature of both Salesforce and Office 365, there are some additional steps required to secure the email relay. So far you have enabled email sent from a Salesforce org to pass through your Office 365 tenant. The security risk is that without additional controls emails can originate from any Salesforce org.

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.

Special Access Rules

You must have the Email Administration, Customize Application, and View Setup user permissions to use this object.

Usage

An email relay must be associated with an active email domain filter to take effect. If you set up multiple email relays in one org, they are processed in the priority order of their email domain filters.