How to invite users to Save Emails as PDF for Teams

Save Emails as PDF for Teams simplifies and streamlines the usage of Save Emails as PDF across your team. Please ensure that you have enough licenses for the number of users you will invite to your account. Inviting and adding users to your Save Emails as PDF is very simple: Go to Save Emails as […]

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Where do I find my BCC address in Salesforce?

Here’s how to access your BCC address in Salesforce: Find your user name at the upper right corner and select the drop down bar. Select “My Settings” or “Setup” from the drop down bar. Select the Email tab under “My Settings“ Select the “My Email to Salesforce” tab You will see your email to Salesforce […]

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Auto BCC for Gmail and sending email from an alias (send as)

If you have multiple from addresses (send as) configured in your Gmail (as described here) then you can create a rule that only emails sent from specified alias will trigger Auto BCC. To create rule like select email address from dropdown: Note that this requires paid plan for Auto BCC for Gmail.

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