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CRM: How to sign emails sent from Salesforce Lightning with Office 365?
CRM: How to sign emails sent from Salesforce Lightning with Office 365?

Discover how to sign your Salesforce email using Office 365.

Kévin Joffray avatar
Written by Kévin Joffray
Updated over a week ago

You can profit from your Letsignit email signatures on emails sent directly from Salesforce thanks to their integration with Office 365.

Before setting up Office 365 for Salesforce you need to have configured the Letsignit SMTP connector for Office 365, for more information about this connector, click here.

If you already have configured the SMTP connector in Letsignit, follow the next steps to connect Office 365 to Salesforce for users in your organization who can send emails directly from Salesforce (for more information about licences and rights click here) :

Log in to your Salesforce account, then click on the settings menu on the top right corner and click on "Setup":

Look at the menu on the left of the screen, and the "Email" tab under "Administration", click on it:

Once in the "Email" tab opened, click on the "Send through External Email Services" tab at the bottom:

Turn on the option that corresponds to Office 365 by clicking on the toggle button:

You are almost done, head to one of your accounts and try to send an email as you normally do when you click on "compose" and choose to connect to Office 365:

Log in with your Office 365 credentials, validate and then compose your emails as you usually do:

If you have configured the SMTP connector, Office 365 for Salesforce and a signature for yourself in Letsignit, your emails will be properly signed when reaching the recipient.

#salesforce #CRM #SMTP #Office365

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