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.
- 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 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 get help with Salesforce security questions?
Bring your questions to an Ask the Expert webinar, search sessions and register here, and check out other great events where you can connect with a Salesforce expert. 2. Update your user settings to incorporate profiles, permission sets, roles, and data security.
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.
How do I get 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.
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 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 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 link emails in Salesforce?
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...
How do I add an opportunity email in Salesforce?
Go to the contact > Switch to the Related Tab(Next to Details tab)> Click new button on opportunities and add the desired one. Or Go to the opportunity> Related tab> Contact roles> Manage contact roles.
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 I set up automatic BCC in Outlook?
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 you use BCC correctly?
Using the BCC FieldLaunch Outlook. From the Outlook ribbon, click the Home tab, then New Email.A new message window appears. From the Ribbon, click the Options tab, then BCC. ... In the BCC field, type the email addresses of your recipients. ... After you have finished your message, click Send.
How to add BCC to Salesforce?
Next you’d have to find the designated email within your Salesforce instance by going into your set up through clicking your name on the top right side of the instance. You’ll then click into “My Email to Salesforce” where you’ll find your automatically generated email address link. Once you’ve obtained your designated email, go ahead and create a contact to associate the email address with for easy access. Now, you should be able to quickly add the BCC to Salesforce contact to any email you send regardless of client.
Can BCC be used in Salesforce?
Before BCC to Salesforce emailing—and having it logged into the appropriate records—outside of your Salesforce instance wasn’t possible.
The Complete Guide to Salesforce User Management
When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.
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Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.
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Roles in many ways mimic how your team is structured in real life. Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assigning users to a role hierarchy makes records accessible within their team.
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Whether you are just getting started with user management, OR want to explore more ways to improve how your users are set up, we’ve got resources for you to keep the momentum going.