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Setting Up Email Relay for Salesforce with Office 365

Erika Desmond

By Erika Desmond on Nov 25, 2014

Best Of

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.

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

Why?  Email services want to protect users against misleading messages from unknown and/or untrusted sources.

Thankfully, you can resolve this issue for the emails you send from Salesforce by relaying the emails through your Office 365 domain.

You will need to be an administrator of your Salesforce org and your Office 365 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 Office 365:

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  • Under Mail Flow, click Connectors

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  • Click + to add an Inbound Connector

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  • Set up the following:
    • Name: Salesforce
    • Enable inbound connector: checked
    • Connector type: Partner
    • Connection security: Opportunistic TLS
    • Domain restrictions: None
    • Sender domains: Enter a single * wildcard
    • Sender IP addresses: Add the IP addresses from the Salesforce documentation in the section about Email Relaying
  • Click Save.
  • In the same Mail Flow section, click Accepted Domains and make a note of the accepted domain to use in the Salesforce set up.

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Step 3

Set up Salesforce so that Office 365 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.)

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  • Enter the following information:
    • Email Host: Use the accepted domain that you noted from Office 365
    • Port: 25
    • TLS Settings: Preferred
    • Restrict Relay To Domains: unchecked
    • Active: checked

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

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  • You may need to deactivate bounce management by unchecking the box.
  • Under Email Security Compliance, uncheck the box next to “Enable compliance with standard email security mechanisms.” Office 365 servers will manage compliance.

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

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  • Enter your email address and send a test message.

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

Additionally, the emails you send via Salesforce will now be in your “Sent” folder in Outlook and/or Outlook Web App.

Note: You can’t use Office 365 to avoid Salesforce’s mass email limits.

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

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