Slaesforce FAQ

how to disable someone cc from front end in salesforce

by Saige Bartoletti Published 2 years ago Updated 2 years ago
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From Setup, enter Users in the Quick Find box, then select Users. Click Edit next to a user’s name. Deselect the Active checkbox and then click Save.

Full Answer

How do I cc or BCC individuals outside of Salesforce?

Additionally, if you wish to CC or BCC individuals outside of Salesforce you can manually enter their email addresses in the CC or BCC fields. Was this information helpful?

What happens if you don’t deactivate a Salesforce user?

Typically this happens when someone exits the company or no longer needs a license. On the surface this may sound easy to do but when you don’t perform best practices to deactivate a Salesforce user then the consequences can effect your Salesforce org. 1. Freeze the User

How to secure your Salesforce Org?

An important part of securing your Salesforce org is making sure your Sales Cloud data is protected. To achieve that, Users (who are not supposed to) shouldn’t be able to export data from your organization. Before we begin, there is no way to completely stop employees from exporting data from Salesforce.

How to stop employees from exporting data from Salesforce?

Before we begin, there is no way to completely stop employees from exporting data from Salesforce. However, it can be customized to restrict data exports, and, in certain cases, add significant friction to the exporting process.

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Can you CC someone in Salesforce?

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 someone in Salesforce email?

0:341:40Enabling CC & BCC Options for Email Sends in Salesforce Marketing CloudYouTubeStart of suggested clipEnd of suggested clipNote you may need to log out and login after enabling this option before you can use this feature.MoreNote you may need to log out and login after enabling this option before you can use this feature. Once enabled you can define one or more recipients from the cc. And bcc panel in the content builder

Can you CC 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.

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.

What does CC and BCC stand for in email?

Though the terminology used by email systems is now confusingly outdated (with CC standing for “Carbon Copy” and BCC for “Blind Carbon Copy”), both of these fields work in a fairly straightforward way. If you enter an email address into the CC field, that account will receive a copy of your email.

Abhinav

Earlier I have enabled the Person Account feature in my org. But now I want to disable the Person Account feature. So how can I disable the person account feature from my org. Any help!

Ravi

Yes, but may be we can disable it by logging a case to salesforce. Salesforce guys can help us with that.

Parul

If you enable the Person Account feature in any org, there are a list of implications that we ask administrators to agree upon. One of these implications is that once the feature is enabled, It CANNOT be disabled. There is only one option you can remove the person account from profile.

What is a data loader?

However, there are extremely powerful Apps that only certain Users should have access to. As an example, Data Loader is a tool that only certain Users should be able to install in Salesforce (Data Loader allows Users to export data from Salesforce in a CSV file). Enabling App Allowlisting ( formerly Whitelisting) to prevent malicious end Users ...

Why is Salesforce so powerful?

One of the reasons Salesforce is such a powerful business tool is the ability to integrate with other tools. Salesforce has the largest B2B App ecosystem in the world, and more and more companies are extending the value they get from Salesforce by leveraging integrations.

Can you stop employees from exporting Salesforce?

Before we begin, there is no way to completely stop employees from exporting data from Salesforce. However, it can be customized to restrict data exports, and, in certain cases, add significant friction to the exporting process.

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