Click on the CC or BCC link to add emails to Blind Carbon Copy. 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 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.
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How to create email templates in Salesforce?
Click Email Templates. It’s in the expanded options below “Email” in the sidebar to the left. If you are using Salesforce Lightning, click Classic Email Templates. Click New Template. It’s the above the list of email templates in the main section of the screen. There are probably a number of templates that the company has created already.
How can I cc my emails to my Salesforce service address?
2. You can setup an email rule in your mail client to CC your emails to your Email to Salesforce service address. Since there are many email clients, we can’t give instructions on all of them.
How do I set up email in Salesforce Lightning?
Salesforce Lightning is the new user interface for Salesforce that launched in 2015. Most new Salesforce users will use the Lightning interface, but many users still use the classic Salesforce interface. Click My Settings. It’s in the drop-down menu below your username. If you are using Salesforce Lightning, click Setup. Click Email.
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?