How to Send an Email from Salesforce Through Gmail or Office (Microsoft) 365

If you are looking for some Salesforce help, you've come to the right place. Improve your email marketing efforts with Salesforce's automated email features by learning how to send an email from the Salesforce platform through your Gmail or Office 365 accounts. By sending the messages through Gmail or Office (Microsoft) 365, you'll improve your open rates and overall email deliverability numbers.

Here at Cirrus Insight, we think that this is a great feature. The easy guide we're about to walk you through is only available if your Salesforce account has access to Lightning Experience features, but we already have guides for creating email relays for Salesforce in Salesforce Classic. Check them out.

• Setting Up Email Relay for Salesforce with Google Apps
• Setting Up Email Relay for Salesforce with Office 365

And now, let's hop into our guide to sending mass emails directly from Salesforce using your personal email service provider.

Easy Steps for Sending an Email from Salesforce through Gmail or Office (Microsoft) 365

This guide has four simple steps to personalize Salesforce according to your email sending preferences.

1. Open your Salesforce account and go to Setup.
2. Type in "Send through External Email Services" in the Quick Find box.
3. Select the "Send through External Email Services" feature.
4. Select to have your emails sent through either Gmail or Microsoft 365. Unfortunately, you can't select both.

After you are done, the feature is now enabled for all users who have a standard user profile or a "Send Email through External Email Services" user permission. 

When using Salesforce, users can now manage their external email configuration by going to My Email Settings within their personal account. The My Email Settings page allows users to send emails through their external account and customize the name and signature that appear in outgoing emails.

Now your sales team is all set up to send emails through Gmail or Office (Microsoft) 365. Learn more from the official Salesforce release notes right here at Cirrus Insights.

The Benefits of Sending Emails from Salesforce Through Other Email Studios

If you are working on any type of email campaigns, you know that you need to comply with anti-spam guidelines, find the right contact details, follow various brand guidelines, and use AI-powered tools to optimize your emails and increase the number of subscribers. Emails sent via Gmail or Outlook have better open rates, but Salesforce enables you to take advantage of many cool perks. You can send automated emails, get various analytics to make data-driven decisions, and achieve email marketing automation as intended.

That's why you should definitely send emails using Salesforce, but you should make them look like the best professional email your recipient has ever seen by sending them through a conventional email client. This will increase your conversion rates across the board.