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BCC your CRM system when sharing content

Created - Updated
iPad iPhone Android

iPad

One of Showpad's greatest features of the Showpad App is the ability to add an automatic BCC address.

This can be any email address, but it's especially interesting to automatically BCC a CRM email address, so that the shared content can be added to the contact activities in your CRM System.

How to find the bcc email address in Salesforce

  1. Click on your name in the upper right side
  2. Click My Settings
  3. Choose Email > Email to Salesforce
  4. Copy your email to salesforce address, send it to yourself in an email and add into the bcc feature in Showpad

Where can I find the bcc setting in Showpad

  1. Go to settings
  2. Add the bcc address in the default bcc addresses field
  3. Save. now all emails will have this address in bcc

I can't find my shared content for the contact I sent it to, where did it go?

  • Please check your Unresolved items in Salesforce and add the activity to the right contact.
  • The prerequisite for this to work is that the email is sent out from the sales reps own email address. This means that the content must be shared using the reps email address and not from our default email address sharing@showpad.com. Please contact you administrator if this is not yet the case. This article provides all information on how to do this.

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iPhone

One of Showpad's greatest features of the Showpad App is the ability to add an automatic BCC address.

This can be any email address, but it's especially interesting to automatically BCC a CRM email address, so that the shared content can be added to the contact activities in your CRM System.

How to find the bcc email address in Salesforce

  1. Click on your name in the upper right side
  2. Click My Settings
  3. Choose Email > Email to Salesforce
  4. Copy your email to salesforce address, send it to yourself in an email and add into the bcc feature in Showpad

Where can I find the bcc setting in Showpad

  1. Go to settings
  2. Add the bcc address in the default bcc addresses field
  3. Save. now all emails will have this address in bcc

I can't find my shared content for the contact I sent it to, where did it go?

  • Please check your Unresolved items in Salesforce and add the activity to the right contact.
  • The prerequisite for this to work is that the email is sent out from the sales reps own email address. This means that the content must be shared using the reps email address and not from our default email address sharing@showpad.com. Please contact you administrator if this is not yet the case. This article provides all information on how to do this.

Back to Top

Android

One of Showpad's greatest features of the Showpad App is the ability to add an automatic BCC address.

This can be any email address, but it's especially interesting to automatically BCC a CRM email address, so that the shared content can be added to the contact activities in your CRM System.

How to find the bcc email address in Salesforce

  1. Click on your name in the upper right side
  2. Click My Settings
  3. Choose Email > Email to Salesforce
  4. Copy your email to salesforce address, send it to yourself in an email and add into the bcc feature in Showpad

Where can I find the bcc setting in Showpad

  1. Go to settings
  2. Add the bcc address in the default bcc addresses field
  3. Save. now all emails will have this address in bcc

I can't find my shared content for the contact I sent it to, where did it go?

  • Please check your Unresolved items in Salesforce and add the activity to the right contact.
  • The prerequisite for this to work is that the email is sent out from the sales reps own email address. This means that the content must be shared using the reps email address and not from our default email address sharing@showpad.com. Please contact you administrator if this is not yet the case. This article provides all information on how to do this.

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