An Organization-Wide Email Address is used when you want all emails from your company to appear to come from one Email Address. This is useful also if you do not want your team supplying customers with their own email address. If a Rep leaves your company, a previous customer might email someone who no longer works for your organization.
Setting up an Organization Wide Email Address assures that your customers always know the best way to reach you, and if the client clicks "Reply" on an email from your company, they will reply to the Organization Wide Email Address.
Only the System Administrator User can set the Organization Wide Email Address(es) for your company.
Navigate to Setup
Use the Quick Find to search for Organization-Wide Addresses. Click on Organization-Wide Addresses and then click Add
For the Display Name you'll want to use your full Company Name like "Universal Home Improvement" and for the email address, we recommend using a generic inbox that is frequently monitored, something like, "info@universalhomeimprovements.com" as an example.
Next, you will select which User Profiles have the ability to send emails from this Email Address. Unfortunately this feature is incompatible with i360 and stems from basic Salesforce. As such, you'll need to select "Allow All Profiles to Use this From Address", and then move on.
If interested, here's an article that explains why the profile specific org-wide email option is not functional in i360. See Also: Profile-specific Org-Wide Email Address limitation
Lastly, you will need to Verify the Email Address by logging into the Inbox and clicking the Hyperlink provided in the body of the Email. The Email will look like this:
Once verified, the Organization-Wide Email Address is where your company's emails will appear to come from.
NOTE: The Hyperlink to Verify with Expire in 72 Hours. If your Link has expired and you need to Resend a Verification Email, go back to the Organization-Wide Email Addresses within your system and click "Resend" as shown below.
Next, we'll set the address we'd like to use for the default when Emails are sent out.
The Email section of the Settings Tab controls many important defaults about the emails in your improveit 360 system including default email addresses, your company's website and the email templates assigned to be sent to your Staff and Prospects. Remember to click 'Save' at the top of the page if you make any changes. Let's review each section.
| • | General |
| o | In the Settings Tab click on the 'Email' section. |
| o | The General sections hold three key settings: |
| ▪ | Organization-Wide Email Address [make them look like they came from...] - this is the default email address that all of the emails sent from your system will look like they came from. By default this is set to 'The sender [default]' meaning that all emails will come from the User's email address that sent the email. If you would like all of the emails in your system to come from one specific address such as a 'info@yourcompany.com', you will set that Email up as an Organization Wide Email Address by clicking on 'Setup'. |
| • | Once the new Org-Wide Email Address has been verified you can then go back to the 'Settings' Tab and select the new email address and click 'Save': |
| ▪ | 'Use this as my company's website URL' holds your company's website. This will be the website that will automatically get placed on all of your automated emails. |