Question:

How to enable the Bcc_vod Field for use with CRM Approved Email?

Answer:

The ability to add a Bcc_vod Recipient for use with Approved Email is released.

Note: At this time, the BCC field works with Approved Email sent to Accounts, but is not supported for Approved Email from Event Management or Webinars. 

To enable the Bcc_vod field, do the following:

1. Log into the customer Vault as an Administrator.
2. Navigate to: Admin --> Configuration --> Document Fields --> Email Template --> Drill into BCC.
3. Click Edit and be sure this field is Active.  
4. Click Save.
5. Log into the CRM org as an Administrator.
6. Navigate to the permission set or profile that the Approved Email Integration user is using.
7. Grant the Integration user Field Level Security (FLS) Edit permission to the Approved_document_vod.Bcc_vod__c.
8. Grant end-users FLS Edit permission to Approved_document_vod.Bcc_vod__c if end-users need the ability to add a Bcc Recipient on an Approved Email.
9. Grant end-users FLS Edit permission to Sent_Email_vod.Bcc_vod__c.
10. Add the Bcc_vod__c field on the page layouts for corresponding Record Types of the Sent_Email_vod__c object.
11. Navigate to: Approved Email Administration.
12. Under Vault Login Credential Management, click View Map.
13. Click Compare CRM to Vault.
14. Run an Approved Email Incremental Sync.

After this setup is completed, the bcc__v field in Vault is used to list email addresses to bcc.  If enabled (See step 7), end-users are also able to enter email addresses in the Bcc field when sending an Approved Email.

Related Documentation:

  CRM Help Documentation: Sending Approved Email to BCC Recipients

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