How to set a default BCC email address?

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Your business may require to send copies of the invoice email to specific recipients – your sales department or the accounting division, for example. To this end, you pre-populate the Email BCC field of invoices.

There are, basically, two ways to do so:

• Setting an ON_EmailBCC field on the invoice source record, or
• Using a dedicated flow.

Using ON Field

The ON field mechanism is the "JustOn way" for setting certain fields. To pre-populate the invoice Email BCC field, you add the custom field ON_EmailBCC to the source record for the invoice – if you create invoices from subscriptions, to the subscription, and in case of the generic invoice run, to the relevant source object.

1. Navigate to the fields list of the relevant object.

2. Create the following new field.

   Field Label	API Name	Data Type
   Email BCC	ON_EmailBCC	Formula (Text)

   For help about creating fields, see Managing Object Fields.

   Depending on your requirements, you can use a formula that directly specifies one or more addresses or one that chooses an address based on specific criteria. Once set, JustOn copies the value to the invoice Email BCC field upon invoice creation via invoice run.

Using Flow

Alternatively, you can use a dedicated Salesforce flow to have the invoice Email BCC field set on invoice creation.

1. Click to enter Setup, then navigate to Process Automation > Flows.
2. Click New Flow.

3. Select Record-Triggered Flow and click Create.

   The minimum required flow elements include:

   Flow Element	Option	Value
   Start	Object	Invoice
   	Trigger	A record is created
   	Optimize for	Fast Field Updates
   Update Records	How to Find Records to Update	Use the invoice record that triggered the flow
   	Filter Conditions	None--Always Update Record
   	Field	ONB2__EmailBCC__c
   	Value	email address, enclosed in double quotes or variable to determine the required email address

   Specify node labels and API names as required.

   Depending on your use case, the flow setup will vary. You may need, for example, start node conditions or a decision node to determine whether to set the Email BCC field.

4. Click Save.

   Specify a flow label and API name as required.

5. Click Activate.

   This makes Salesforce trigger the flow when an invoice record is created, setting the Email BCC field based on your conditions.