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. Select the Email tab under “My Settings" and click on “My Email to Salesforce" tab
Can I BCC emails to Salesforce?
When you use BCC to send emails to Salesforce, you can be sure that they are stored where you need them for future reference and archival purposes. - Once you have an account, you can sign in to your Salesforce account from any device. You will not need to download it every time to get access. BCC To Salesforce: How To Set Up?
How do I cc or BCC additional people when sending an email?
There are two ways to CC (Carbon Copy) or BCC (Blind Carbon Copy) additional people when you are sending an email from Salesforce. Click on the Lookup Icon next to the CC or BCC l link. From the Show drop down, select All Co-workers in Company.
Can I send and receive emails outside of my Salesforce account?
- You can add emails to your Salesforce CRM database records. It was not feasible to send and receive emails outside of your Salesforce account before the BCC to Salesforce emailing feature. When you use BCC to send emails to Salesforce, you can be sure that they are stored where you need them for future reference and archival purposes.
How to generate an email address in Salesforce?
Next, go to the setup of your Salesforce account. Next, click on the right side of the window where your name is visible. After that, click on the “My Email to Salesforce” option. You will find some email address links there. These are generated automatically.
How do I add BCC to a Salesforce email template?
CC/BCC Users and ContactsOpen the Email composer.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.
Can you BCC in Salesforce email?
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.
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.
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.
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.
How do I get rid of BCC in Salesforce email?
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 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.
Can you BCC without a recipient?
When you put an address in the “Bcc” field, no recipient of the message can see that address. The “Bcc” field is useful in different circumstances: If you'd like to send a blind copy of a message to someone's attention—like a manager or administrative assistant—without the main recipient knowing about it.
How do I send an email blast without showing recipients?
BCC – Undisclosed Recipients Create the email and then start to input the email addresses you want to send it to in the BCC. The BCC stands for Blind Carbon Copy. That means no one can see who the email is going to. When you send the message, it will be sent to all of the people in your BCC.
How do I change email settings in Salesforce?
Edit Your Email SettingsFrom your personal settings, in the Quick Find box, enter My Email Settings , then select My Email Settings.Make your changes. Note Depending on your org's settings, if you change your email address, you can be prompted to confirm your identity.
How do I always BCC in Outlook?
Enable the 'Bcc' field in OutlookFrom the HOME tab in Outlook, click on the New Email button to begin creating a new mail message.Click on the OPTIONS tab.Click on the Bcc button. This will show the BCC text field under the Cc field in your message.
Is Salesforce inbox free?
Salesforce Inbox is a productivity tool to integrate Salesforce with emails, such as Outlook and Gmail. It is available with additional cost, except your company already purchased additional products that include Inbox. Inbox work in Core Salesforce platform which is Sales Cloud, Service Cloud, and Lightning Platform.