This guide will walk your Google administrator through how to set up your G Suite server to automatically route your outgoing emails to yourself. When you route your emails to yourself, the emails will match your Gmail Forwarding Rule and be forwarded to your unique Email to Salesforce Address. Emails that are forwarded to your unique Email to Salesforce Address will automatically be added to the activity history of the related records in Salesforce.
Configure G Suite Gmail Settings
Now that we have configured your Email to Salesforce settings in your Salesforce org, the next step is to configure your G Suite settings to be able to automatically route your outbound emails to yourself.
From your G Suite Admin Console:
Click here to be redirected to the Google Admin Console.
Click Apps.
Click G Suite.
Click into Gmail.
Click Advance Settings.
Add Email Routing
We will create an Email Route in your G Suite setting. Setting up an Email Route will allow an individual user to route their outgoing emails to themselves.
Please note: Your Google administrator will need to set up each users with their own Email Route.
Under General Settings tab:
Scroll down to the Routing section.
Click Configure next to the Routing section.
In the Route creation page:
Name the Route “user” - Email Routing.
Select Outbound under Messages to affect section.
Select Only affect specific envelope senders under the Envelope filter section.
Select Single email address.
Enter the user's Gmail email address.
Select Modify message under the For the above types of messages, do the following section.
Select Add more recipients under the Also deliver to section.
Click Add.
Select Basic.
Enter the user's Gmail email address under Recipient address.
Click Save.
We also have the ability to configure a list of email addresses that you would like to exclude from this Email Route. Any outbound emails sent to this list of email addresses will not be automatically forwarded to yourself.
Please Note: Each user must configure their own list of email addresses to exclude from their Email Route.
- Click Show options hyperlink.
Under Address lists:
- Select User address lists to bypass or control application of this setting.
- Select Bypass this setting for specific addresses/domains.
- Click Use existing or create a new one hyperlink.
- Name your list.
- Click Create.
- Click Edit next to your list.
- Click Add.
- Enter the email addresses under the Address or domain name field.
- Click Save.
Select Users under the Account types to affect section.
Click Add Settings.
Click Save.
Make sure to Click Save at the bottom of the page to save the changes to your G Suite settings.
You have completed the steps to automatically route outgoing emails from your Gmail account to yourself!