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How to Pick Existing Prospects/Contacts When Adding People in CC in Playbooks?

Overview

You may want to be able to add existing/related contacts in CC or BCC by selecting them (e.g. from a picklist) when sending an email in Playbooks and want to know how to do it.

You may want this because when pressing “click to copy” in Salesforce, often a new email opens up, rather than the email address getting copied to the clipboard.

Information

Unfortunately, this feature is not available at the moment. This feature has been logged as an enhancement and will be considered for future releases.

Currently, you need to copy and paste the desired email addresses to the CC/BCC field when sending an email.

<supportagent>

Legacy Jiras for Enhancement: PM-293 and PM-237

</supportagent>

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  1. Priyanka Bhotika

  2. Posted

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