video1.0<iframe src="https://www.loom.com/embed/51b6d6e9dc4642cca588569dcf6a8b0f" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/51b6d6e9dc4642cca588569dcf6a8b0f-c2a8e83424a99c3f.gif336.235This Loom explains how to email clients in Salesforce and when to use Outlook. It covers sending emails from a client’s account or from an associated opportunity, using the “Old Email Customer” dropdown to prefill client information, and notes that email activity is tracked when sent through Salesforce. It also explains that when emailing from Outlook, you must use the “My Email to Salesforce” BCC code, which you can find in Settings under the email option in your profile. It concludes by instructing viewers to copy the code shown in a faint yellow highlight and enter it into the BCC field in Outlook.