Set up your users to send email written in Salesforce using their Gmail or Outlook 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 through External Email Services | Customize Application |
When using Microsoft Azure to send email through Microsoft, 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.
