Salesforce - How to BCC Emails to Salesforce



Guide

  1. Go to the Profile icon on the top right and select Settings.

  2. Search for "My Email to Salesforce" in the Quick Find box and select it.

  3. You will see your acceptable Email Addresses in the text field.

  4. You also get to see the Email to Salesforce Address. Copy this for BCCing emails.

  5. Select Automatically assign them to related salesforce.com records.

  6. Hit Save.

  7. You will get a success prompt saying you setting is saved.

    • Use your preferred email client (e.g., Gmail, Outlook) to compose your email.

    • In the BCC field, include the Salesforce BCC address you obtained in Step 4.

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