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Improving Email Deliverability in 8020CRM with SPF & DKIM

In this document, we will discuss how to enhance email deliverability in 8020CRM using SPF (Sender Policy Framework) and DKIM (DomainKeys Identified Mail). These mechanisms help ensure that your emails reach their intended recipients without being marked as spam.


Key Components


BCC Email Setup

Purpose: BCC (Blind Carbon Copy) allows you to receive copies of emails sent out, helping you monitor what is being sent and identify any potential issues such as bounces.


Recommendation: Use a unique email address specifically for BCC to prevent your main inbox from being inundated with emails. This can be organized using filters or a dedicated inbox.


SPF Records

Definition: SPF records grant permission to email servers to send emails on behalf of your domain, helping to prevent spoofing.


Implementation Steps:

  1. Create an SPF record that includes the IP addresses of Salesforce and any other authorized senders (e.g., Google, Amazon).

  2. Add the SPF record as a TXT or CNAME record in your DNS settings.


Example SPF record format:

v=spf1 include:spf.protection.outlook.com include:_spf.salesforce.com ~all

DKIM Configuration

Definition: DKIM adds a digital signature to your emails, allowing recipients to verify that the email was sent and not altered by an unauthorized source.


Implementation Steps:

  1. Generate DKIM keys (2048-bit is recommended) from Salesforce.

  2. Add the DKIM public key to your DNS settings as a CNAME record.

  3. Return to Salesforce “DKIM Keys” in Setup, click the selector you’ve added and click “Activate”. If “Activate” is grayed out then Salesforce is not able to see the CNAME record yet or it’s inaccurate.


Example DKIM record format:

<selector>._domainkey.yourdomain.com CNAME <dkimkey>
sf1._domainkey.8020crm.com CNAME sf1.<dkimkey>.custdkim.salesforce.com
sf2._domainkey.8020crm.com CNAME sf2.<dkimkey>.custdkim.salesforce.com

DMARC (Optional)


Definition: DMARC helps protect your domain from unauthorized use and provides instructions on how to handle emails that fail SPF or DKIM checks.


Recommendation: Consider implementing DMARC for additional email security.


Testing Records


After setting up SPF and DKIM, use online tools to test and verify that your records are configured correctly. This ensures that your emails are being sent properly and are not being flagged as spam.


Conclusion


By implementing SPF and DKIM records in 8020CRM, you can significantly improve your email deliverability, ensuring that your communications reach your clients effectively. If you have any questions or need assistance with the setup, please feel free to reach out!



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