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      Log emails in Salesforce

      Log emails in Salesforce

      Last updated: May 29, 2025

      Keep your communications organised by logging emails in Salesforce. To get started, connect your email account to Chaser using the direct email integration.

      Set up email logging in Chaser

      1. Copy your BCC email address from Salesforce.

        1. Go to profile > settings> email left bar menu > my email to salesforce

      2. Add your acceptable email addresses

        1. Include all email addresses that you use to email your debtors

      3. In Chaser, go to Manage > Sending > Email Logging.

      4. Paste your Salesforce BCC address into the field provided.

      Choosing between BCC and CC

      Use BCC
      BCC is best when you’ve already logging emails that you send directly from your mailbox using the Salesforce email logging function. The BCC option logs the first message sent through Chaser without duplicating entries created in Salesforce for replies manually sent by you.

      Use CC
      If you are not using the Salesforce email logging function, enter the BCC address into the CC field in Chaser instead. This helps log replies as well. If someone replies using reply instead of reply all, you can manually add the CC address back into the thread to keep it logged.