What is compliance BCC Email in Salesforce?

What is compliance BCC Email in Salesforce?

Enabling compliance BCC emails prevents users from editing the BCC field on any email and disables their Automatic Bcc setting under My Email Settings. Note When compliance BCC email is enabled, you can’t use predefined values for the BCC field in the Send Email action.

How do I get rid of BCC in Salesforce Email?

1. OF 9. Click View profile. Click.
2. OF 9. Click Settings. Click.
3. OF 9. Scroll down and click My Email Settings. Click.
4. OF 9. Click *Salesforce. Click.
5. OF 9. Click *No. Click.
6. OF 9. Click Email Signature.
7. OF 9. Type Email Signature. Click.
8. OF 9. Scroll down and click Save.

How do I send an Email to a contact in Salesforce?

Sending an Email to a Contact

1. Go the individual’s contact record in Salesforce.
2. Go the the HTML Email Status section.
3. Click Send Email.
4. Click Select Template.
5. Select the template you just created.
6. Preview the email and send it. There you go! You just created and sent an email to an individual contact.

How does BCC to Salesforce work in CRM?

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. By blind carbon copying a designated email address onto a rep’s emails, they’re able to log email activity under the Salesforce record.

How to store email in cc and BCC fields?

There should also be the option (via checkbox) to attach a copy of the email to the contact names in additional to, cc and bcc fields so the email is also stored against those contacts’ records. Of course, the ability to type in other email addresses which are not salesforce contacts should also be maintained.

Can a sales rep add an email to BCC?

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 a blind carbon copy.

Where do I find my email address in Salesforce?

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.