You may choose to forego connecting the Salesforce plugin to simply BCC outbound emails to the Activity of a Lead or Contact. This is not recommended if you have set up and enabled the Salesforce Plugin.
Automatically BCC Salesforce on all outgoing emails
- Click on the initials on the bottom left hand side of Outreach. Under the general settings, find the section labeled "Email Sending".
- Find your Salesforce BCC link for your specific company in your Salesforce settings.
- Click on the "Add Recipient" button and enter your Salesforce BCC link.
- Save your settings.
1. If you are not using the Salesforce plugin, each user will have to follow these steps to enable auto-BCC to Salesforce.
2.Please ensure that your BCC to SFDC email address is correct. If it is not correct, your emails will bounce.