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Setting Up Email Relay for Salesforce with Google Apps

Follow the steps below or view the guide in a convenient Google document.

Recipients of emails sent from Salesforce will notice that these emails contain a “via” caption.

The caption is a clear message to recipients that the message is a non-personal bulk email.

 non-personal-bulk-email

Emails sent from Salesforce may also get caught in inbox spam filters that look for the “via” caption.

Why?

Google explains:

Gmail detected that the email was sent via another mail service. This means that the sender may be using a third-party email service to generate this message. For example, the message may have been sent through a social networking site which offers an email service or sent through a mailing list that you’re subscribed to. Gmail displays this information because many of the services that send emails on behalf of others don’t verify that the name that the sender gives matches that email address. We want to protect you against misleading messages from people pretending to be someone you know.” Read more .

Thankfully, you can resolve this issue for the emails you send from Salesforce by relaying the emails through your Google Apps domain.

You will need to be an administrator of your Salesforce org and your Google Apps domain.

Step 1

File a case with Salesforce support.

Select case type “Limits and Feature Activation.” Request that they enable email relay and include your Salesforce Org ID. When the case is resolved and email relay is enabled, you can proceed with set up.

Step 2

Set up in Google Apps:

google-apps

  • Click Gmail

gmail-app

  • Click Advanced Settings

advanced-settings

  • Scroll down almost to the very bottom to the section SMTP relay service and click Configure or Edit

smtp-relay-service

  • Set up the following:
    • Allowed senders: Only addresses in my domain
    • Authentication: Only accept mail from the specified IP addresses
    • Add the IP addresses from the Salesforce documentation in the section about Email Relaying
    • Require SMTP Authentication: unchecked
    • Require TLS encryption: checked

png;base6477af37239abc9c23

  • Click Save.

Step 3

Set up Salesforce so that Google will be your email relay:

  • Click on Settings and select Email Administration | Email Relay Activation. (If you don’t see this option, confirm with Salesforce support that the feature is enabled.)

png;base64dc99be499b85756d

  • Enter the following information:
    • Email Host: smtp-relay.gmail.com
    • Port: 587
    • TLS Settings: Required
    • Restrict Relay To Domains: unchecked
    • Active: checked

png;base64abe3f02855f9e77d

  • Click Save.
  • Next, go to Email Administration | Deliverability.

deliverability

  • Under Bounce Management, uncheck the box to deactivate bounce management.

bounce-administration

  • Under Email Security Compliance, uncheck the box next to “Enable compliance with standard email security mechanisms.” Google’s servers will manage compliance.

email-security-compliance

  • Test your configuration by going to Email Administration | Test Deliverability.

 

  • Enter your email address and send a test message.

test-deliverability

Open the test email in Gmail. You shouldn’t see a “via” next to the email address anymore.

test-email

Additionally, the emails you send via Salesforce will now be in your “Sent Mail” folder in Gmail.

If you're not seeing the emails appear in your Sent Mail folder in Gmail:

Go to Apps > Google Apps > Settings for Gmail > Advanced settings

Scroll down to 'Comprehensive mail storage' and check box for 'Ensure that a copy of all sent and received mail is stored in associated users' mailboxes.'

Note: You can't use Google Apps to avoid Salesforce's mass email limits.

Any questions? Please feel free to contact our customer success team

Erika Desmond
Erika Desmond

I bring 7 years of graphic design experience with 2 years of marketing experience from on the job training and experience. I've helped build Cirrus Insight into the company it is today from my start as a graphic design intern while earning my degree at Maryville College. Growing alongside Cirrus as a company has been an especially rewarding experience.

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