The Organization-Wide Email Address functionality in Salesforce is a powerful tool designed to streamline communication within your organization and with your customers. This feature allows you to create email addresses that multiple users can access and use to send emails from within Salesforce, which is particularly useful for scenarios where you want to maintain consistent branding or ensure that important communications are centralized and accessible to relevant team members.
How To Enable Organization-Wide Email Addresses
Follow these step-by-step instructions to enable Organization-Wide Email Addresses in Salesforce:
Navigate to Setup: Log in to your Salesforce account and navigate to the Setup menu by clicking on the gear icon in the top-right corner of the screen.
Search for Email Settings: In the Quick Find search bar within Setup, type "Email Settings" and select the corresponding option from the search results.
Enable Organization-Wide Email Addresses: Within the Email Settings page, locate the section titled "Organization-Wide Addresses" and click on the "Edit" button.
Add New Email Address: To add a new Organization-Wide Email Address, click on the "Add" button. Enter the desired email address (e.g., support@yourcompany.com) and a display name (e.g., Customer Support). You can also specify the default email sender name and email address for the organization-wide address.
Define Access Permissions: Choose who can use the organization-wide email address by selecting the appropriate options under "Access Level." You can grant access to all users, specific profiles, or specific roles within your organization.
Save Changes: Once you have configured the email address and access permissions, click "Save" to apply the changes.
Verify Configuration: After saving your changes, it's important to verify that the organization-wide email address is functioning correctly. You can do this by sending a test email from the configured address and confirming that it is received by the intended recipients.
How To Add Organization Wide Email To Salesforce Email
Navigate to a record of your choosing (Can be a Contact, Lead, Opportunity, etc.).
On your page layout, find the Activity section and select the Email icon to initiate writing an email.
In the 'From' line of the email, select the Organization Wide Email Address of your choosing.
