how to auto bcc in salesforce

How to use CANDDi to Automatically BCC into Salesforce

• Install the CANDDi CRM plugin from the chrome store to add a little extension to your Google Chrome browser:...
• Next we need to find your BCC email address. Login into Salesforce and click on your profile on the top right hand side,...
• In this section, you’ll see this long-ish address which you’ll want to copy. This...

Full Answer

How do I enable BCC in Salesforce Salesforce?

Select "My Settings" or "Setup" from the drop down bar. 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 to set up automatic BCC for Portal users?

Just go to Setup or your Profile and look for Email -> Automatic BCC. I believe the corresponding field in the database is User.EmailPreferencesAutoBcc So your best bet would be to see if this field matches your user's preferences and maybe mass update the Portal users.

How do I send a cc or BCC to a contact?

Click on the CC or BCC link. From the Show drop down, select Contacts: Account [Company Name] you will see a list of contacts at this account 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 cc (carbon copy) or BCC additional people?

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. You will see a list of users on the left hand side, under Contacts.

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.

How do I set automatic BCC?

Manage Auto BCC rulesOpen Auto BCC by clicking its icon in Outlook.Select the BCC rule you need in the list and click the Change rule button in the toolbar. ... Make the necessary changes to the rule name and the BCC rule settings and click Ok to save changes.

How do I set up BCC in Salesforce?

Setting up BCC to SalesforceFind 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.

Can you set email to automatically BCC?

Auto BCC will trigger for all recipients: If you want that Auto BCC for Gmail to add “bcc” or “cc” to all your emails then select “to everyone but not to” and do not setup any rules: Auto BCC will trigger only when sending to certain recipients: You can specify email addresses or domain which will trigger Auto BCC.

How do I automatically CC someone in an email?

Under When emails are sent from, you should see your email address already filled in. In the drop-down menu beneath that, select the to anyone option. In the then automatically drop-down list, select BCC (or CC if you prefer) and enter your email address.

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 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.

How do I automatically BCC in Gmail?

Gmail doesn't have an inbuilt feature to auto CC and BCC emails....Click the Envelop icon that gets added to your Chrome browser to open the Options page.Select the option Enable Auto Bcc emails.Select the option Enable Auto Cc emails.Click Add more accounts.

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 make Outlook always show BCC?

To always show the Bcc field in the new, replying, and forwarding email message windows in Outlook.In the Mail view, please click Home > New Email to create a new email.In the opening Message window, please click Options > Bcc. See screenshot:Close the new email without saving.

How do I set up BCC permanently 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.

Why do people CC themselves?

Typically, it's because they're accessing their email through a POP3 server which means that sent emails are only stored locally (unlike IMAP).