EmailMerge365 allows you to automatically save a copy of your sent emails into Salesforce using a BCC email address. This ensures important correspondence is logged and available for future reference.
Your unique Salesforce BCC address is generated inside Salesforce. Follow the steps below to locate it:
Steps to Find Your Salesforce BCC Email Address
- Log in to Salesforce
- Open Salesforce and sign in with your credentials.
- Open Setup / Settings
- Click your profile icon or name in the top-right corner.
- Select Settings or Setup (wording may vary depending on your Salesforce interface)
- Go to Email Settings
- In the left-hand menu, locate and click Email.
- Expand the Email section if it is collapsed.
- Open “Email to Salesforce”
- Click Email to Salesforce.
- Copy Your Unique BCC Address
- Your personal Salesforce BCC email address will be displayed on this page.
- Copy and paste this email address into the following screen for EmailMerge
Important Notes
- Each Salesforce user has a unique BCC email address
- Do not share this address unless required by your organization’s Salesforce administrator
- If emails are not being logged, verify that the correct BCC address is being used
Need Help?
If these instructions do not resolve your issue, please contact our support team at: support@standss.com