Set Up Send Email from Salesforce with Gmail™ or Office
365™
Set up your users to send email in Salesforce using their Gmail or Office 365 accounts.
When you enable an external email service, it is enabled for all users with the standard user
profile or with the Send Email through External Email Service user permission.
Required Editions
Available in: Lightning Experience
Setup available in: Lightning Experience and Salesforce Classic.
Available in: Essentials, Professional, Enterprise,
Performance, Unlimited, and Developer Editions
User Permissions
Needed
To set up send email from Salesforce with Gmail or Office 365
Customize Application
When using Microsoft Azure to send email through Office 365, this delegated permission for
the default Salesforce application is required. Use Azure’s application roles to assign the
permission.
API Name: Microsoft Graph
Permission: Send mail as user
From Setup, in the Quick Find box, enter Send through External Email
Services, and then select Send through External Email
Services.
Select either Send through Gmail or Send through Office
365.
From Setup, enter Deliverability in the Quick Find box, then select
Deliverability under Email.
Set the access level for sending email to All email.
Users can send email through the external service in the Lightning Experience Email
Composer using the OAuth industry standard. User credentials aren’t stored within Salesforce.
Users can choose between sending through the external service or through Salesforce the first
time they use the email action. Users can manage their external and Salesforce email
configuration from My Email Settings in their personal settings.
Note With Email Relay,
users can send email through an external service or Salesforce.
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