Option 1: Configure Salesforce to send mail through Gmail/ Office 365 and archive on Vaultastic
This method is applicable if the domain configured to send out mail on Salesforce is hosted on either Google Workspace or Microsoft 365.
In this method, Salesforce is configured to route outgoing mail via Google...
Option 2: Configure Salesforce to send a copy of an outgoing email to Vaultastic
The option has to be used if the domain used to send out mail from Salesforce is not hosted on Google workspace or Microsoft 365 OR if you only want to archive Salesforce mail to Vaultastic.
This configuration is a 3 s...