- Access the Outreach Platform.
- Click the user’s initials in the bottom left corner of the navigation sidebar.
- Click You under the User Admin section in the Settings panel.
- Click Add Recipient under the Email Sending section.
- Input the Salesforce BCC link in the Email field as applicable. Note: For more information regarding the Salesforce BCC link, refer to the Find Your Salesforce BCC Email article.
- Click Save . Outgoing emails will BCC to Salesforce as configured.
- 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.
- Select the Email tab under “My Settings” and click on “My Email to Salesforce” tab.
- You will see your email to salesforce address highlighted.
How do I cc or BCC individuals outside of Salesforce?
Additionally, if you wish to CC or BCC individuals outside of Salesforce you can manually enter their email addresses in the CC or BCC fields. Was this information helpful?
How do I send an email with a Salesforce BCC link?
Click Add Recipient under the Email Sending section. Input the Salesforce BCC link in the Email field as applicable. Note: For more information regarding the Salesforce BCC link, refer to the Find Your Salesforce BCC Email article.
How do I Find my cc and BCC recipients?
Click on the Lookup Icon next to the CC or BCC l link. From the Show drop down, select All Co-workers in Company. You will see a list of users on the left hand side, under Contacts. Move the desired Contacts to the cc recipients or bcc recipients list using the double arrow buttons.
How do I enable auto-BCC to Salesforce?
If the orgs not using the Salesforce plugin, each user will have to follow these steps to enable auto-BCC to Salesforce. Ensure the BCC to SFDC email address is correct. If it is not correct, the outgoing emails will bounce. Access the Outreach Platform. Click the user’s initials in the bottom left corner of the navigation sidebar.
Can I BCC Salesforce?
When composing, forwarding, or replying to an email, you enter a special Email to Salesforce address in the BCC field (or any other recipient field). Salesforce receives a copy of the email.
How do I automatically BCC an email in Salesforce?
To enable compliance BCC emails for your organization:From Setup, enter Compliance BCC Email in the Quick Find box, then select Compliance BCC Email.Select the Enable checkbox.Enter your compliance email address.Click Save.
Do you send a BCC email to yourself?
This is easy… simply BCC yourself on emails that you are sending out and you want/need to follow up on. After the email is sent, you will also receive a copy in your Inbox. Because you have BCC’ed yourself, the other recipients will not know that you were also a recipient.
Would you like to automatically BCC emails to your return address Salesforce?
You can automatically log your emails to Salesforce using the Auto BCC feature in Front to associate emails to any open opportunities, leads, and contacts.
Does salesforce inbox automatically log emails?
Automatically captured emails and activities are retained for 24 months by default. You can adjust the retention period to be as short as 30 days and as long as 5 years. After the selected time frame, all data is deleted from storage and isn’t available in the Activity Time Line or dashboards.
Can you Auto BCC in Outlook?
Outlook users can automatically CC or BCC themselves using the email program’s Rules feature. On the Home tab, click Rules > Manage Rules and Alerts. Click New Rule. Under Start from a blank rule, click Apply rule on messages I send and click Next.
How do I BCC myself on all emails?
How Do I Automatically Cc or Bcc Myself in Outlook?Launch Outlook and click on the Home tab.Then go to Quick Steps and select Create New.Name the new step.Then go to Choose an Action and select Reply.Click on Show Options.Click Add Cc or Add Bcc.Type your email address in the To field and hit Finish.
How do I send a mass email without showing the other recipients?
To send emails to small groups where everybody knows each other, use the Cc field. Enter all of the addresses there, separated by commas. To hide addresses, use the Bcc field, just like the Cc field. No one will be able to see the addresses added in this field.
Why would you CC yourself on an email?
If you don’t CC yourself, most email clients do not show your response, as it goes to the “Sent” folder, and does not appear in your Inbox or the same folder the email chain is in. I set up rules in Outlook where if an email contains “Project A” in the subject, it should be routed to the “Project A” folder in my inbox.
How do I turn off BCC in Salesforce?
To bulk disable Auto BCC:Using Data Loader, export the User object. … Open the exported CSV file and edit the EMAILPREFERENCESAUTOBCC value from True to False for each User.Save the changes as a CSV file.Perform an Update on the User object using Data Loader.
How many ways we can send email in Salesforce?
You can enter up to five more email addresses. Click Save. Activate the workflow rule and its email alert. Click Activate next to the name of the rule.
How do I send an email from Salesforce lightning?
Send Email from a Record in Lightning ExperienceOpen the record from which you want to send the email.Click the Activity tab and then click Email. … Write your email. … Add attachments if you need to.To add multiple attachments from your computer, drag the files into the body of the email.Preview and send.
The purpose of this article is to provide direction to Outreach Users in blind-copying outbound emails to the Activity of a Lead or Contact object in Salesforce.
Outreach does not recommend using this process if the Salesforce plugin is set up and enabled. For more information, refer to the Connecting & Testing Salesforce Plugin Environment article.
What does BCC mean in slalom?
Best Answer chosen by Devmen. Glyn Anderson (Slalom) BCC stands for “Blind Carbon Copy”. Email addresses listed in the BCC field of an email will receive the email, but the BCC list is not transmitted with the email. This is so no one who receives the email can see who was BCC’ed — that’s what is meant by “blind”.
Does an incoming email have a BCC field?
So, incoming email does not have a BCC field — only outgoing email can have a BCC field. Therefore, there is NO WAY to obtain BCC information from a received email. You will have to talk to whoever created the requirement and explain that it is not possible. This was selected as the best answer.
What is BCCing yourself?
BCCing yourself is a very useful thing for following up on emails. If you prefer to have an email that you sent in your inbox, usually for the purposes of following up on them, adding your own email address as BCC is the right choice.
Can you BCC yourself when you send an email?
However, people often overlook this when sending an important email, which leads to them forgetting to follow up. This can easily lead to problems down the line. Fortunately, there is a way to automatically BCC yourself whenever you send an email, which is a surefire way of making sure that you follow up on every email.