how to authorize emails using bcc to salesforce

• 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.

How do I BCC an email to Salesforce?

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.

Should you be tracking sales activity in BCC or Salesforce?

While BCC to Salesforce has undoubtedly reshaped the way sales reps approach day-to-day selling—particularly when it comes to tracking activity—there are many drawbacks: Having to manually—and consistently—add the email in BCC.

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.

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 BCC from Gmail to 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.

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. To learn more about the Salesforce integration in Front, see here.

Can I use BCC to send mass email?

Can I use BCC to send mass emails? Yes. You can use BCC to send mass emails by putting multiple recipients in the To: field and using BCC to hide them from each other's inboxes so they don't know they're all receiving the same message.

How do I BCC in Outlook 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.

How do I automatically BCC 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.

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 do you write BCC intentional?

Using the BCC FieldLaunch Outlook. From the Outlook ribbon, click the Home tab, then New Email.A new message window appears. From the Ribbon, click the Options tab, then BCC. ... In the BCC field, type the email addresses of your recipients. ... After you have finished your message, click Send.

How do I BCC multiple recipients?

If you're sending an email to multiple recipients who don't need to know each other's email address, use Blind Carbon Copy (Bcc) instead of Carbon Copy (Cc). Click Bcc / Show Bcc - A Bcc field will appear in each new message. Enter addresses into the Bcc field to avoid other recipients seeing them.

Can I BCC everyone without a recipient?

You can put any addresses you like in the “To” or “Cc” fields along with any you put in the “Bcc” field. Just remember that only the addresses in the “Bcc” field are hidden from recipients. You can also leave the “To” or “Cc” fields blank and just sent the message to the addresses in the “Bcc” field.

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.

How do I automatically add emails to Salesforce?

Use the cloud-based Outlook integration to add emails to Salesforce. Once Outlook Integration is installed, you just click on the Log Email button and a copy of the email will be sent to Salesforce. For more, please review Outlook Integration.

How do I transfer emails from Outlook to Salesforce?

Select an email and click the Record to Salesforce button in the top left corner of the Outlook Ribbon. Tip: There are four other ways to access the Record window for LinkPoint Connect. Right click an email in the inbox and select Record to Salesforce from the menu.

How to add BCC to Salesforce?

Next you’d have to find the designated email within your Salesforce instance by going into your set up through clicking your name on the top right side of the instance. You’ll then click into “My Email to Salesforce” where you’ll find your automatically generated email address link. Once you’ve obtained your designated email, go ahead and create a contact to associate the email address with for easy access. Now, you should be able to quickly add the BCC to Salesforce contact to any email you send regardless of client.

Can BCC be used in Salesforce?

Before BCC to Salesforce emailing—and having it logged into the appropriate records—outside of your Salesforce instance wasn’t possible.

Purpose

The purpose of this article is to provide information to Outreach Users regarding locating the applicable Salesforce BCC email address.

Find your Salesforce BCC Email

Find your user name at the upper right corner and select the drop down bar.

Background

Email is so 2005, and yet traffic volumes are still growing 4% per year. It’s still an important vector for communications but with flaws due to its design heritage.

Compliance BCC Email for help with troubleshooting

The title may sound officious, but Compliance BCC is really handy for troubleshooting.

Authenticate your email: SPF

Sender Policy Framework (SPF) shows that another server (e.g. salesforce.com) has permission to send on behalf of a whole domain (e.g. salesforceben.com) and is much stronger than a verified email address (which only proves that you had access to a single email address for a moment in time).

Tamper-proof: DKIM

After SPF, along came another progression. DomainKeys Identified Mail (DKIM) shows that no one altered your email on route from the sender’s email server, to the recipient’s email server.

DMARC

SPF shows that the sender is valid, DKIM shows that the email hasn’t been interfered with, but what about the rest of the emails that appear to be coming from your domain? Is it a forgery (just like anyone can print a letterhead) or should the email still be considered valid? Domain-based Message Authentication, Reporting and Conformance (DMARC) completes the set and tells the recipient email server what to do..

Testing and Further Reading

You may want to use the DMARC.org’s resources to test your SPF, DKIM and DMARC setup. DNS changes can take up to 48 hours to percolate, so do remember to be patient!