How To BCC Outgoing Emails to Salesforce

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. 

Intended Audience: 

• Outreach Users

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.
• If the orgs not using the Salesforce plugin, each user will have to follow these steps to enable auto-BCC to Salesforce. 
• Ensure the BCC to SFDC email address is correct. If it is not correct, the outgoing emails will bounce. 

How To BCC Outgoing Emails to Salesforce: 

1. Access the Outreach Platform. 
2. Click the user's initials in the bottom left corner of the navigation sidebar. 
3. Click You under the User Admin section in the Settings panel. 
4. Click Add Recipient under the Email Sending section. 
5. 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.
6. Click Save.
   
   Outgoing emails will BCC to Salesforce as configured. 

Additional Resources: 

Connecting & Testing Salesforce Plugin Environment

Find Your Salesforce BCC Email