With Salesforce’s new Summer release, you’ll be able to easily set up your sales reps to send email through Gmail or Office 365 accounts. By sending the messages through Gmail or Office 365, you’ll improve your open rates and deliverability.
We think this is a great feature. The new update that we’re about to walk you through is only available in the Lightning Experience, but we already have guides for creating email relays for Salesforce in Salesforce Classic.
- Setting Up Email Relay for Salesforce with Google Apps
- Setting Up Email Relay for Salesforce with Office 365
Admin Process Steps for Sending Emails through Gmail or Office 365
- Go to Setup
- Enter “Send through External Email Services” in the Quick Find box
- Select “Send through External Email Services”
- Select to either have your org send through either Gmail or Office 365 (you can’t select both)
The feature is then enabled for all users with the standard user profile or with the “Send Email through External Email Services” user permission
Users can then manage their external email configuration from My Email Settings within their personal settings. The My Email Settings page gives users the option to send through their external account, and customize the name and signature that appears on outgoing emails.
Now your sales team is all set up to send emails through Gmail or Office 365.
