Slaesforce FAQ

should i set up salesforce email relay

by Mr. Darryl Heathcote DVM Published 3 years ago Updated 2 years ago
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Configure Email Relay for Salesforce with Office 365

  • Step 1: Set up Mail Flow Connector in Office 365. Before setting up an email relay with your main email domain, it is...
  • Step 2: Configure Email Relay in Salesforce. In your Salesforce org, navigate to Setup -> Email -> Email Relays and...
  • Step 3: Handle Bounce Management. If you aren’t using the Salesforce bounce...

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

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What is the use of email relay 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.

Why do I need mail relay?

SMTP mail relay routes emails through a trusted third party to help deliver high volumes of email. It most often specializes in sending large batches of emails, such as newsletters, or automatic transactional emails, such as delivery confirmations and password resets.

Do I need SMTP relay?

An SMTP relay service is the best way to manage batch sends and automated emails. Sending over SMTP through a trusted 3rd party will help you ensure that you don't experience deliverability issues and that your mail keeps flowing to the inbox without any issues.

What are the benefits of using SMTP relay?

Here's a deeper look at five benefits of SMTP relay services:SMTP relay providers become your sending infrastructure. ... SMTP relays let businesses send large volumes of emails. ... SMTP relay services give you expert technical support. ... SMTP relay services clue you into deliverability issues and data insights.More items...•

Is SMTP relay safe?

In simple terms, what is SMTP relay means is an SMTP relay is a process of transferring an email from one server to another over the Internet. The SMTP servers are protected by usernames and passwords to avoid unauthorized use. Unfortunately, when these servers are not protected, then they are called open relays.

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...

Can I use any SMTP server to send emails?

Yes! You can. If you're using other email clients, such as Thunderbird or Outlook, you can use the Gmail SMTP server details to still send emails via your Gmail account. However, remember that SMTP is just for sending email.

What SMTP server should I use?

Ports 25, 465, 587, or 2525 for SMTP have all been considered standard SMTP ports at some point, but only 587 or 2525 really should be considered for modern use.

What does relayed mean when sending an email?

Relaying is when email is accepted and then delivered to a non-local email address. ie. MailEnable has to "relay" the email back out. To avoid spammers using the mail server to send email out to anyone, users are required to authenticate against the server prior to sending email (though this can be changed).

How do I get a free SMTP server?

How to get free SMTP? A free SMTP server is provided by a huge number of platforms like Pepipost, Sendinblue, and Gmail for sending bulk emails. Just check in their websites, sign up, integrate and start using for free bulk mails.

What is a mail relay in Exchange Server?

An SMTP relay is a mail server or “MTA” (Message Transfer Agent) that is directed to hand off your message to another mail server that can get your message closer to its intended recipient - the finish line. An SMTP relay service is simply an SMTP relay that is run “in the cloud” rather than your own data center.

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.

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 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 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 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 ...

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.

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