Tech Exploration: Setup Email Relay in Salesforce

Email Relay from Salesforce to Company’s SMTP Server

Sending Email through Salesforce & Logging Email as Task to related record

1. Salesforce provides out of the box way to compose emails as shown in screenshot below.

User can fill out the details and attach the relevant attachments or can also use pre-configured email template to populate the body. Related to option will allow user to log the email to correct record.

3. Once user sends this email, this will get logged as an activity under that record as shown in the screenshot below.

Steps for configuring email relay from Salesforce to SMTP Server.

You can set up an email relay for Salesforce-generated email by configuring Salesforce to automatically route email through your company’s Simple Mail Transfer Protocol (SMTP) server. If your company sends email from more than one email domain, you can configure an email relay for each domain.

Following are best recommended settings in Email Deliverability.

Disable "Activate bounce Management"

Disable "Enable Sender ID compliance"

Disable "Enable compliance with standard email security mechanism"

Configure following settings in Salesforce

Set Up an Email Domain Filter: Only emails with From address from these domains would be relayed else not.

Advantage of this approach of sending emails from Salesforce, is it will automatically log outgoing and incoming emails (using inboundemailhandler class) as activities in Salesforce.

Action items

Owner: Source Company

Set up DKIM keys in Salesforce.
Share CNAME and Alternate CNAME records with Target Company to publish them on their DNS server.
After they publish records, Activate DKIM keys on SF side.
Setup email relay on SF side
Setup email domain filter on SF side

Owner: Target Company

Provide domain name that salesforce emails need to match for DKIM key setup to Source Company.
Publish CNAME records on Target Company DNS records.
Provide hostname of SMTP server used to relay emails.
Provide port number of SMTP relay server. Email relaying is supported on port numbers 25,587, 10025, 11025
SMTP server should support TLS
Share username and password of SMTP server
Please get IP’s whitelisted from following chapters from the article(https://help.salesforce.com/articleView?id=000321501&type=1&mode=1 ) :

1] Email Relaying

2] The addresses used for system mail include

3] The addresses used for email relay include

Resources:

https://help.salesforce.com/articleView?id=email_relay.htm&type=5

https://help.salesforce.com/articleView?id=emailadmin_email_domain_filter.htm&type=5#emailadmin_email_domain_filter

https://help.salesforce.com/articleView?id=000316016&language=en_US&type=1&mode=1

https://help.salesforce.com/articleView?id=emailadmin_email_relay_considerations.htm&type=5

https://help.salesforce.com/articleView?id=emailadmin_setup_dkim_key.htm&type=5

https://www.youtube.com/watch?v=2OmK7bL8Fac