Bcc to Salesforce Not Working

If a record of the emails are not being synced into the Activity History of the corresponding Lead or Contact record, please try these steps:

1. Open Outlook and click "Get Started".

2. Click the settings icon in your sidebar.

3. Scroll down to "Bcc Email" and click the arrow to drop down. Do you see a link pasted into the box there?

If you do:

Make sure that Email to Salesforce is enabled for your organization. At the top of any Salesforce page, click your personal icon in the top right corner, and then "Settings". From the left side of the page, select "Email" and then "My Email to Salesforce".

• Do you see your Email to Salesforce address? It should be in a yellow box and resemble a long email address.
• If Email to Salesforce is enabled, but you're still unable to Bcc emails to Salesforce using ContactMonkey, ask your Salesforce Administrator to check your Salesforce Profile. They should tick "View Setup and Configuration". Once this is done go to your ContactMonkey Settings page,Sign out of Salesforce, then on the same Settings page, click on "Connect withSalesforce". Once you're signed back in, on the same Settings page click on "Refresh Salesforce Cache". Bcc should now become an option. If not please go to the next step.
• Ask your Salesforce Administrator to check your organization's "Email to Salesforce" settings. At the top of any Salesforce page, click the down arrow next to the Administrator's name. From the menu under the name, select "Setup" or "My Settings" whichever one appears. From the left panel, select one of the following:
  If you clicked "Setup", select "Email Administration" and "Email to Salesforce".
  If you clicked "My Settings", select "Email" and "My Email to Salesforce".
  It's recommended to uncheck "Advanced Email Security Settings".

Once you have made any of the above recommended changes:

1. Sign out of Salesforce, then on the same Settings page, click "Connect with Salesforce" and sign back in. 
2. Click "Refresh Salesforce Cache". 
3. Send a test email to a colleague you have logged in Salesforce. 

If you did not see a Bcc link in your sidebar:

At the top of any Salesforce page, click your personal icon in the top right corner, and then "Settings". From the left side of the page, select "Email" and then "My Email to Salesforce".

• Do you see your Email to Salesforce address? It should be in a yellow box and resemble a long email address. Copy and paste this link into your sidebar. 
  If there is no link, please ask your Salesforce Administrator to enable it. You can send them this help article. 
• Do you see the email you use ContactMonkey with under "My Acceptable Email Addresses"? You can easily add one, separated by commas. 

Once you have made any of the above recommended changes:

1. Sign out of Salesforce, then on the same Settings page, click "Connect with Salesforce" and sign back in. 
2. Click "Refresh Salesforce Cache". 
3. Send a test email to a colleague you have logged in Salesforce. 

If you're still having problems please write to us at support@contactmonkey.com. We're here to help!