Salesforce

Configure SalesForce to archive outgoing email to Vaultastic.

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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 A. Configure...
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. Add a journ...