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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. in the TO; CC or BCC field when sending an email .
You have 2 options to do this.

First Option:  

      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

Second Option:

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:

  • Select Tools | Rules and Alerts... from the menu.
  • Click New Rule....
  • Highlight Check messages after sending.
  • Click Next >.
  • Click Next > again to copy all mail you send.
    • You can define any combination of criteria to copy only certain messages before clicking Next >.
  • If you specified no filtering criteria, click Yes.
  • Make sure Cc the message to people or distribution lists checked under Step 1: Select action(s).
  • Click people or distribution lists under Step 2: Edit the rule description.
  • Double-click contacts or lists from your address book or type an email address under To ->.
    • Separate multiple addresses with semicolons (;).
  • Click OK.
  • Click Next >.
  • Click Next > again.
  • Precede the email address already entered under Step 1: Specify a name for this rule with "Cc: ".
  • Click Finish.
  • Click OK.
To set up auto bcc you need to install the addin.

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