Setting up email clients to auto cc the Email to Salesforce service email address
|Knowledge Article Number||000181643|
Currently, customers need to manually copy and paste the long email in the TO, CC or BCC field. Here is the detailed instructions on how to set up and auto populate the Email to Salesforce long email address (e.g. email@example.com) in the TO; CC or BCC field when sending an email .
You have 2 options to do this.To set up auto bcc you need to install the addin.
Use the Salesforce for Outlook integration tool to add emails to Salesforce. Once Salesforce for Outlook is installed you just click on send and add button and a copy of the email will be sent to Salesforce.
To install Salesforce for Outlook. Just follow the steps from this link: Installing and Setting Up Salesforce for Outlook
Automatically Cc: All Mail You Send in Outlook
To send a carbon-copy of all mail you send in Outlook to a particular email address: