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 .
How do I add a Salesforce BCC to an outreach email?
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.
What is recipients type in Salesforce?
This can be users in Salesforce, or Contact, or Email address in fields, this is defined as Recipients Type. You also can add up to 5 email address directly entered in the email alert.
Can email alerts be used in Salesforce process builder?
The email alert will only available for the related Workflow rule or Process Builder. We defined the email Subject and Body here, including using merge fields and adding attachments. This can be users in Salesforce, or Contact, or Email address in fields, this is defined as Recipients Type.
How do I send an email to a Salesforce user?
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.
How do I add BCC to Salesforce email alerts?
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.
Do BCC get notifications?
BCC stands for Blind Carbon Copy. Normally when you send an email, recipients can see who else received the email because they can see the To and CC fields. But they cannot see the BCC field which means that if you BCC someone on an email, the other people who received the same email will not know.
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.
How do I add recipients in Salesforce email alert?
Select who receives this email alert. Select who receives this email alert in the Available Recipients list and click Add. If you change the object after selecting recipients, Salesforce clears the Selected Recipients list.
How do you send a BCC reminder in an email?
The BasicsTO. If you need a quick reminder at a certain time, just send an email directly to a FollowUpThen address. ... BCC. Adding FollowUpThen to the 'bcc' field of any email will schedule a private followup reminder that only you will receive. ... You will receive a followup regarding this email after 3 days. ... CC.
Why you should not use BCC?
Even those who know how to use it correctly sometimes avoid it altogether. Some people still have a negative connotation of the Bcc field. Viewing it as a sneaky or underhanded way to create a paper trail, one that obstructs transparency and violates trust.
How do I BCC in Gmail Salesforce?
0:322:45How To Enable BCC to CRM (Gmail) - Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipSimply head over to your male tech dashboard. From here you'll want to select settings. From theMoreSimply head over to your male tech dashboard. From here you'll want to select settings. From the left-hand menu from the settings page click the tab labeled preferences.
How do you BCC in 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 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.
What is recipient type in email alert Salesforce?
Recipient Type. Description. Account Owner. The user listed as the owner of the account itself or the account associated with the record. This option works only for email alerts on accounts, opportunities, cases, contacts, contracts, and any custom object that is a child of the account object.
How many of the board members can be added to a single email alert Salesforce?
5 additionalHow many of the board members can be added to a single email alert? Up to 5 additional email addresses can be added to the email alert.
How do I create a email field for email alerts in Salesforce?
First, create an Email field on the Lead object.Navigate to: Salesforce Classic: Setup | Customize | Leads | Fields. Lightning Experience: Setup | Object Manager | Lead | Fields & Relationships.Click New.Select the field data type: Email.Enter the field Label as Contact Email (Contact_Email__c)
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.
How many email addresses can you add to Salesforce?
This can be users in Salesforce, or Contact, or Email address in fields, this is defined as Recipients Type. You also can add up to 5 email address directly entered in the email alert.
Does Salesforce send email alerts to account owners?
This option works only for email alerts on accounts, opportunities, cases, contacts, contracts, and any custom object that is a child of the account object. If you select another object type or the associated account doesn’t have an account owner, Salesforce sends the email alert to the record owner instead.
