- 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.
- Open 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 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 do I send a cc or BCC to a contact?
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 (carbon copy) or BCC additional people?
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. You will see a list of users on the left hand side, under Contacts.
How do I add a BCC link to my outgoing emails?
If it is not correct, the outgoing emails will bounce. 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.
See more
How do I automatically BCC an email 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 use BCC option?
Create a new email message or reply to or forward an existing message. If the message you're composing opens in a new window, select Options > Bcc. If the message you're composing opens in the Reading Pane, select Bcc from the ribbon. In the Bcc box, add recipients, compose the message, and choose Send when done.
How do I send a mass BCC email?
Create the email and then start to input the email addresses you want to send it to in the BCC. The BCC stands for Blind Carbon Copy. That means no one can see who the email is going to. When you send the message, it will be sent to all of the people in your BCC.
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.
Can I BCC everyone without a recipient?
You can put any addresses you like in the “To” or “Cc” fields along with any you put in the “Bcc” field. Just remember that only the addresses in the “Bcc” field are hidden from recipients. You can also leave the “To” or “Cc” fields blank and just sent the message to the addresses in the “Bcc” field.
How do BCC emails work?
Bcc stands for "blind carbon copy," and is a way of sending emails to multiple people without them knowing who else is getting the email. Any email addresses in the Bcc field will be invisible to everyone else on the email. In other words, it's like cc, but for spies.
How do I BCC multiple recipients?
If you're sending an email to multiple recipients who don't need to know each other's email address, use Blind Carbon Copy (Bcc) instead of Carbon Copy (Cc). Click Bcc / Show Bcc - A Bcc field will appear in each new message. Enter addresses into the Bcc field to avoid other recipients seeing them.
Can BCC recipients see CC recipients?
Someone on the BCC list can see everything else, including the CC list and the contents of the email. However, the BCC list is secret—no one can see this list except the sender.
Can I send an email to just BCC?
CC stands for “Carbon Copy” and BCC stands for “Blind Carbon Copy”. All are used to add the email addresses of the people you wish to send your message to....CC and BCC in Emails.ToCCBCCEmail addresses viewable by allEmail addresses viewable by allEmail addresses viewable only by the sender2 more rows•Nov 9, 2020
What is the difference between CC and BCC?
Bcc stands for blind carbon copy which is similar to that of Cc except that the Email address of the recipients specified in this field do not appear in the received message header and the recipients in the To or Cc fields will not know that a copy sent to these address.
What does Bcc myself mean?
simply BCC yourself on emails that you are sending out and you want/need to follow up on. After the email is sent, you will also receive a copy in your Inbox. Because you have BCC'ed yourself, the other recipients will not know that you were also a recipient.
Why do people CC themselves?
Typically, it's because they're accessing their email through a POP3 server which means that sent emails are only stored locally (unlike IMAP).
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.
