Slaesforce FAQ

how to auto enable another admin in bcc in salesforce

by Ms. Zaria Grant Published 3 years ago Updated 2 years ago

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.

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 to turn OFF Auto BCC in outlook?

Each (normal) user can decide to not be included as BCC in his/her emails in user preferences. Just go to Setup or your Profile and look for Email -> Automatic BCC. I believe the corresponding field in the database is User.EmailPreferencesAutoBcc

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 do I automatically add BCC?

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. Click Save Rule.

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 BCC someone in Salesforce?

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.

How do I stop BCC emails 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 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 automatically?

How to disable (enable) the Auto BCC ruleOpen Auto BCC for Outlook.Find the BCC rule you want to disable, click on it in the list and unselect the checkbox next to this rule. When you need to enable the rule, just tick the checkbox on the left of it:Click Ok to save changes.

How do I set the default BCC email in Salesforce?

There are no global or organization wide settings available to add default BCC for all emails....To do so: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 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 link an email in Salesforce?

To be able to use Email to Salesforce, start by configuring it....Set Up Email to SalesforceFrom your personal settings, enter Email to Salesforce in the Quick Find box, then select My Email to Salesforce.Enter your own email address in My Acceptable Email Addresses . ... Under Email Associations, select options as needed.More items...

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