Users can see the emails they’ve sent from Salesforce in their company email “Sent Items” folder. Routing all email through your own email servers prevents the appearance of email spoofing by Salesforce. Applying existing content filters that scan messages for data and content not approved to be sent out through company email.
Full Answer
How do I set up an email relay in Salesforce?
To do this, use your company’s Simple Mail Transfer Protocol (SMTP) to configure Salesforce to route email and set up an email relay for Salesforce-generated email. Follow the steps to set an email relay: From Setup, enter Email Relays in the Quick Find box, and select Email Relays. Select Create Email Relay.
How do I send a copy of an email in Salesforce?
Users can send a copy of the sent email directly to their inbox by updating their email settings to automatically BCC emails to their return address. Email relay is similar to the “send through Salesforce” option above but with email relay the email sent from Salesforce routes through your company’s email server.
Can you send emails from a server in Salesforce?
Send Emails via Salesforce Servers If you’re using Salesforce Classic and need bounce engagement, send emails via Salesforce servers. There is absolutely no need for any integration with an external email service. Before setting up Send via Salesforce, review information about bounce engagement and spam.
How does Salesforce for Outlook integrate with Salesforce?
If this address is used as a bcc, Salesforce will try and match the to email address to a record in Salesforce and if a match is found will save the email as an activity, for example on a lead, contact or opportunity. Salesforce for Outlook is the Salesforce supplied tool for integrating Salesforce and Outlook.
How are emails sent from Salesforce?
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 send emails out of Salesforce?
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.
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 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.
Why email is not sent from Salesforce?
If a single User is not receiving emails from Salesforce, it's less likely to be an issue with the IP allowlisting. If IP addresses are blocked or filtered then several Users will have a problem receiving emails from the Salesforce application.
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 track outbound emails in Salesforce?
Track Outbound Emails Sent by Each User in SalesforceAccess the "Type" picklist field from Setup. ... Under the Task Type Picklist Values section, click New and enter a new picklist value labelled Outbound Email.Click Save.More items...
How does Salesforce email tracking work?
In Lightning Experience, email tracking applies to all emails and list emails sent through Salesforce, Office 365, Gmail, Email Relay, and Einstein Activity Capture. From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings. Select Enable Email Tracking. Click Submit.
How do I automatically log into Outlook from Salesforce?
To log attachments automatically when using Log Email on Send, make sure that the Always save email attachments setting is selected in your My Email to Salesforce settings. If this option isn't selected, attachments in emails sent using Log Email on Send aren't automatically included with the logged email.
What SMTP does Salesforce use?
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.
What is a relay mail server?
An SMTP relay service allows businesses to use their email servers to send bulk email and handles the rules behind opt-out and unsubscribe requirements. Without relay services, the business risks having their domain or internal email servers blocklisted as spam.
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.
Send through Gmail or Office 365
With the new Lightning Experience, Administrators can enable users to send email through external email servers (Outlook 365 or Gmail). This new feature is great because emails look like they were sent from your Gmail or Office 365 accounts and your users can see the emails they’ve sent in their Gmail or Office 365 “Sent Items” folder.
Send through Salesforce
If you aren’t using Gmail for Business or Office 365 with Lightning Experience, don’t want to integrate Salesforce with an external email service, and your company owns a domain — consider the option to Send Email through Salesforce, which is recommended for those that need bounce management or are interested in monitoring emails sent from Salesforce..
Email Relay
Email relay is similar to the “send through Salesforce” option above but with email relay the email sent from Salesforce routes through your company’s email server. As such, it requires additional configuration but there are several key benefits:
What is an email handler?
An email handler will ‘listen’ for incoming emails from a specific address. It can then use custom logic to create or update records based on the information in the email. "Emails sent by customers to specific support email addresses can be processed by Salesforce and turned into case records. ".
Can APEX send emails?
If custom logic is required APEX can be used to send emails either to an individual or a group of users programmatically. "In Salesforce Classic and Lightning Experience, emails can be sent from standard objects such as Accounts, Contacts, Leads and from custom objects.
What are the features of Salesforce email?
Salesforce email features are beneficial to salespersons who constantly send touch emails to their prospects and clients i.e. those recipients who are not in “buying” mood for time being. Apart from touch emails, using Salesforce you can also send: Birthday emails. Marketing Emails. Process-oriented emails.
What are the different email formats in Salesforce?
With Salesforce you can send 4 types of email formats; HTML, Custom, Text, and Visualforce. Each of these formats comes with special features and different from each other. For e.g., if you want to send an email to make some marketing announcements, send an HTML email. Today’s article is all about how to send emails from Salesforce using ...
What is Salesforce tool?
If you are new to the Salesforce concept, Salesforce is a cloud computing service as a software (SaaS) company that specializes in quality CRM.
Can ISPs block emails?
It can put your brand and company at risk. Consumers can complain about repeated unsolicited emails to Internet Service Providers (ISPs) that may lead to permanent blocking of your emails. Ensure your emails sent from Salesforce are delivering into your recipient’s inbox.
What is email relay?
As per the documentation – “Email Relay uses your company’s email server to send email from Salesforce.”. Salesforce assumes that the Email Relay is a corporate server under your control and because of this assumption it provides no mechanism for authentication.
Is email relay required for Salesforce?
Using an Email Relay with your Salesforce instance is not required but does have its advantages. Perform your due diligence, weigh the pros and cons, and make an informed decision if this feature is right for your organization.
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!
What can be synchronized in Salesforce?
Contacts, Events and Tasks can be synchronized and categories can be used to determine which records will synch. It can also be setup to manually select emails to record in Salesforce or to automate the logging of all inbound and outbound emails.
What does setting a reply email address mean?
Setting a reply email address means that it will go to that email address, and not to Salesforce. Workflows rules can be setup to send emails. Workflow emails work the same way as sending an email manually from a record, except that when defining the email alert, you can choose which from address to use.
Does Salesforce have a terminal server?
Each user determines what synchs individually. Salesforce for Outlook doesn’t support terminal servers, such as Citrix.
Does Salesforce support Citrix?
Salesforce for Outlook doesn’t support terminal servers, such as Citrix. Citrix Supported Outlook Integration. If you are in a Citrix environment, then you will need to look for an alternative to Saleforce for Outlook, as it isn’t supported.
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.