Can I change the FROM address when emailing Salesforce reports to external recipients

using Coefficient excel Add-in (500k+ users)

Discover how to customize the FROM address when sending Salesforce reports to external recipients using email infrastructure workarounds.

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Salesforce doesn’t allow custom FROM addresses for security reasons and requires sender verification for all email addresses, which limits your branding control when distributing reports to external recipients.

Here’s how to gain complete control over your FROM address while maintaining automated report distribution to external stakeholders.

Control your FROM address using Coefficient

Coefficient bypasses Salesforce’s email restrictions by routing report distribution through Google’s email infrastructure. When you send reports this way, emails appear to come from your verified Google email address or custom domain, not from Salesforce system addresses.

How to make it work

Step 1. Import Salesforce report data into Google Sheets.

Use Coefficient to pull any Salesforce report directly into Google Sheets. This creates a bridge between your Salesforce data and Google’s email system, allowing you to maintain data accuracy while gaining email control.

Step 2. Configure your Google email settings.

If you’re using Google Workspace, configure custom domain email addresses as your sender identity. This means reports can appear to come from professional addresses like reports@yourcompany.com instead of generic Salesforce system emails.

Step 3. Set up Coefficient’s Email Alerts feature.

Configure automated email distribution with your external recipient list. The alert emails automatically use your Google account’s email address as the FROM field, giving recipients a consistent, professional sender identity that matches your organization’s branding.

Step 4. Customize message content and scheduling.

Create professional email templates with your organization’s voice and set up automated delivery schedules. Recipients will see emails coming from your verified business domain with better deliverability rates than typical system-generated emails.

Get professional email branding for your reports

This approach eliminates Salesforce’s sender verification requirements while providing complete FROM address control and consistent organizational branding for all external communications. Start using Coefficient to send professionally branded report emails today.

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