How to set up a Salesforce email relay to eEvidence.

Can I configure Salesforce to automatically send all my emails through eEvidence?

The answer is yes! Salesforce allows email routing through an email relay, and eEvidence's SMTP server can be that relay.

Use this guide to configure an email relay to eEvidence in Salesforce. Once enabled, your outgoing emails will be automatically sent from Salesforce to us so that we can register their content and its delivery to recipients.

This is a four-step configuration. First, you will need to configure the relay and then define which emails based on sender and recipient domains will use that relay. Optionally, you can decide which sender domain addresses can be used by Salesforce users. Finally, you will need to contact our support team to request that they enable mail reception from Salesforce for your sender domain.

This configuration is only available for Extended plans. If you are currently subscribed to a Scale plan, consider contacting sales to upgrade your plan.

Step 1. Configure an Email Relay

1. Go to Setup home page.
2. Scroll down the left sidebar to display the Email section and click on it. Then open Email Delivery Settings and then click on Email Relays.

   

3. From the Email Relays dashboard click on Create Email Relay.
4. Type smtp.mx.eevid.com as Host, leave 25 as the value for the Port field and update TLS Setting to the value Required verify. Finally, check the box Enable SMTP Auth and fill-in the additional fields with the credentials of your eEvidence email account. Then click on Save.

   

Step 2. Configure the Email Domain Filter

1. Go to Setup home page.
2. Scroll down the left sidebar to display the Email section and click on it. Then open Email Delivery Settings and then click on Email Domain Filters.
3. From the Email Domain Filters dashboard you can create a sender domain and destination domain combination that will use the selected Email Relay. In the example you may see that the Email relay set up at step 1 will be used for any sender domain (*) and any recipient domain (*) — that is all email messages.

   

Step 3. Configure which user profiles may use sender addresses

1. Go to Setup home page.
2. Scroll down the left sidebar to display the Email section and click on it. Then open Organization-Wide Email Addresses. Once there, you may add, edit and delete sending email addresses that can be used by certain users' profiles .

   

Step 4. Contact support to enable Salesforce email communication at eEvidence

Salesforce emails have a specific dynamic MAIL FROM connection. To accept these emails, we need to configure our platform to accept them, and also associate them with the corresponding user and license. To do this, we need you to contact support and provide the relay configuration and the sender addresses/domains you have configured.

That's it. Once our support team has everything ready, they will notify you that you can now register emails sent from Salesforce. If your eEvidence account is configured to receive eEvid receipts by email, you should receive it, confirming that the relay is working correctly.