How do I automatically BCC in Salesforce?

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How do I automatically BCC in Salesforce?

Instructions

  1. Log in to Salesforce.
  2. Find your username in the top right corner, and select My Settings from the dropdown.
  3. Expand Email underneath My Settings and select My Email to Salesforce.
  4. Select which records you wish to associate emails to and click Save.

How do I add BCC to a Salesforce email template?

CC/BCC Users and Contacts

  1. Open the Email composer.
  2. Click on the CC or BCC link to add emails to Blind Carbon Copy.
  3. Type the name of the person you would like to included and it will look up this record automatically for both Contacts/Leads and/or Users.

How do I BCC from Outlook to Salesforce?

Compose an email from an email account that you listed in My Acceptable Email Addresses on the My Email to Salesforce setup page. Enter your Email to Salesforce address in the BCC field. Enter the email recipients in the To and CC fields. Send the email.

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Can Salesforce inbox automatically log emails?

Emails sent from Salesforce Inbox App are automatically logged to Salesforce records’ Activity Timeline. This occurs on the Salesforce records where the recipient’s email is populated in the standard “Email” field.

How do I record emails in Salesforce?

Recording an Email to Salesforce from Outlook

  1. Select an email and click the Record to Salesforce button in the top left corner of the Outlook Ribbon.
  2. Choose the items to record the email to within the Selection tab in the Record window.

How do I add CC to Salesforce email alerts?

You would go to the Email Alert in question in Setup > Setup > Type Email Alert in search bar, click Edit next to the Email Alert, change the Recipient Type to Email Field, and add the said field with the information to.

How do I add BCC to marketing cloud?

To enable CC & BCC feature in Marketing cloud, go to Setup > Feature settings > Email Studio > Email Optional Features > Enable BCC Emails. Once you have enabled, you could see the CC & BCC options in Journey Builder, Transactional Email sends, Content Builder & Triggered Emails.

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How do I get BCC email in Salesforce?

You can find the unique BCC address under your user name in the top right corner of Salesforce. From there, click Setup > My Settings. Now, select the Email tab and My Email to Salesforce. Just copy and paste this address into the BCC address section of the Yesware > Preferences > Integrations drop down menu in Gmail.

Where do logged emails go in Salesforce?

When emails are logged as tasks, attachments are available in the Files section of the Salesforce Email page layout. When emails are logged as email messages, find the files in the Attachments section of the Salesforce email.

How do I add emails to my Lightning record page?

If you don’t have access, we let you know.

  1. Open the record from which you want to send the email.
  2. Click the Activity tab and then click Email.
  3. If the To: field is blank, add an email address for a contact, lead, or person account.
  4. Write your email, or insert an email template.
  5. Add any attachments you want.
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How to add BCC to Salesforce contact in outlook?

Now, you should be able to quickly add the BCC to Salesforce contact to any email you send regardless of client. Find your user name at the upper right corner and select the drop down bar. Select “My Settings” or “Setup” from the drop down bar.

What is the bcbcc to Salesforce function?

BCC to Salesforce is a function within Salesforce CRM that gives sales reps the option to track sent emails to prospects and customers on any device, on any email client, whether it’s Gmail or Outlook. By blind carbon copying a designated email address onto a rep’s emails, they’re able to log email activity under…

What are the disadvantages of BCC in Salesforce?

Having to manually—and consistently—add the email in BCC. One flaw in relying solely on BCC to Salesforce alone is that sales reps may not always add the designated email as a blind carbon copy.

How do I avoid entering a BCC email address manually?

To avoid entering a BCC email address manually every time, you can easily set-up an auto-BCC to any email. Don’t forget to save before leaving the page.

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