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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

Conga Product Documentation

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Collaborate

Salesforce

Salesforce: Setting up BCC email for Opportunities

A system administrator can enable users to trigger Conga Collaborate to save a copy of an email directly to Salesforce by using BCC.

Configure Conga Collaborate to BCC document emails to Salesforce by attaching an email to the activity history of the related Salesforce Opportunity.

This feature is only compatible with Leads, Contacts, and Opportunities. It will not work if you are launching off of a different object.

Save copies of the emails sent to your document recipients directly onto the related Salesforce record to allow history tracking of communication with your recipients.

Salesforce Setup

  1. From your personal settings, enter Email to Salesforce in the Quick Find box, then select My Email to Salesforce.
  2. Add the email address that is associated with your Conga Collaborate account in My Acceptable Email Addresses.
  3. In the My Email to Salesforce section, copy the Email to Salesforce Address.
  4. Under Email Associations, check Automatically assign them to related salesforce.com records.
  5. Select Opportunities.
  6. Click Save.

    Conga Collaborate Setup

  7. In Conga Collaborate, open your user dropdown in the top right corner.
  8. Select User Profile.
  9. Open the Email tab.
  10. Paste the copied Email to Salesforce Address from above into Default Email BCC.
  11. Click Save.

Usage

Once configured, you will have the option to add your Email to Salesforce Address as a BCC any time you send email from Conga Collaborate. When choosing which email addresses to send to, click +BCC and your Email to Salesforce Address will be populated in the BCC dialog.

User Guide
Collaborate

July 17, 2025