- 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.
Where can I Find my CRM BCC email for Salesforce?
Where can I find my CRM BCC email for Salesforce?
- Select Settings under your profile icon on the upper top right corner.
- Select " Email " then " My Email to Salesforce " on the right menu.
- Copy the Email the Salesforce address and paste this email into UpMail My profile page.
How do I Send my emails to Salesforce?
- Open Outlook (or Gmail).
- Click on Contacts.
- Create a new Contact.
- Give the Contact a name that you’ll remember, like “Salesforce Email”.
- Paste your Salesforce email address into the email field.
- Save the Contact.
Where do I Find my BCC address in Salesforce?
- Having to manually—and consistently—add the email in BCC. One flaw in relying solely on BCC to Salesforce alone is that sales reps may not always add the designated email as ...
- You only end up having visibility into half of the conversation. ...
- The setup can be lengthy. Now imagine if you have 10’s to 100’s of sales reps on your team. ...
How to add emails to Salesforce?
Add Email To Salesforce. 1. Open an email in Gmail and click the Add Email to Salesforce icon . 2. The Add Email To Salesforce window will appear allowing you to select the person's Name and Related To objects. Once the relevant Salesforce record(s) have been selected, click Save. 3.
How do I add a BCC email 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 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 BCC in Salesforce Gmail?
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 find BCC in Salesforce mail?
Where do I find my BCC address in Salesforce?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”Select the “My Email to Salesforce” tab.You will see your email to Salesforce address highlighted.
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 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.
What is Einstein activity capture in Salesforce?
Einstein Activity Capture is a productivity-boosting tool that helps keep data between Salesforce and your email and calendar applications up to date. To keep data up to date between applications, Einstein Activity Capture focuses on three types of data—emails, events, and contacts.
Can you log emails in Salesforce?
Select the email you want to log to Salesforce. You can select emails in an email folder, including the Sent Message folder to log emails that you sent. icon (it's blue if an address on the email matches an email address on a record in Salesforce). Tap one or more suggested records or search for a different record.
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 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 would you like to send your emails Salesforce?
Emails from Salesforce There are 3 options to choose from when determining how the email is sent. It can be sent using Salesforce email servers 'Send Through Salesforce', using gmail or office 365 accounts 'Send through Gmail or Office 365' or using a company SMTP mail server 'Send Email Through Email Relay'.
Purpose
The purpose of this article is to provide direction to Outreach Users in blind-copying outbound emails to the Activity of a Lead or Contact object in Salesforce.
Notes
Outreach does not recommend using this process if the Salesforce plugin is set up and enabled. For more information, refer to the Connecting & Testing Salesforce Plugin Environment article.
