Step 1: Configure Salesforce to send mail through Gmail/ Office 365 and archive on Vaultastic
To archive email sent from Salesforce, follow the steps mentioned below.
Allow Salesforce users to send email through Gmail/Office 365
Confirm mails are archived on Vaultastic
Step 2: Configure Salesforce to send a copy of an outgoing email to Vaultastic
If your primary email solution is other than GSuite or O365, you need to configure your Salesforce account to send a copy of an outgoing email to the Vaultastic server. This configuration is a 4 step process Viz.
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