Salesforce Email

Salesforce Email

Standard
Cloud

Sales and marketing teams are engaging with prospects and customers with more scale, efficiency, and success than ever before using the Salesforce customer success platform. Smarsh enables you to extend your recordkeeping, compliance, and e-discovery initiatives to the email that your organization sends using Salesforce.

  • Archive Salesforce Sales Cloud and Marketing Cloud email to meet your compliance and e-discovery needs.
  • Smarsh solutions ingest email that your organization sends through Salesforce Sales Cloud and/or Marketing Cloud, including the Pardot business-to-business marketing automation solution.
  • Archived content is preserved in a search-ready state, policy-checked, and available for review and production, supporting your compliance and e-discovery initiatives along with your other archived content, including email sent and received through your primary email server.

Key Features

API driven Capture

Direct source capture

Salesforce email archiving is supported through journaling. Email is captured in its native format so it retains proper context, directly from the source.
Messagethreading&directionality

Message directionality

Users can search for messages and see the direction of each message, including whether it was sent internally or externally, whether a message was outbound or inbound.
Identity Integrations

Identity integrations

Users can manage profiles across all your archived channels with automated identity management.
Attach

Attachments support

Archiving and indexing of images and files is supported and they can be viewed or downloaded in their original form and context.
Work Archive Access

Personal Archive compatibility

Employees can be provided with access to their historical email through the Personal Archive (Connected Archive Professional Cloud).
Security

IP restrictions and encryption

Smarsh capture & archiving solutions are delivered with top-tier security, management and operational controls. All data is encrypted in transit and at rest and is stored in immutable, compliant format.

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Other supported Email channels

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Connected Archive TM

The market-leading cloud archive.

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