To continue our previous blog Send and Log Email from Salesforce, in this blog, we will share how to send mass emails from a ListView. Why I specifically mentioned ListView? because ListView is simple yet powerful feature in Salesforce, your user can create their own list view easily (define columns and filters), and by combining this to mass email, it would be very productive. Imagine that your rep needs to mass email only to Contact with a certain value, such as Lead Source is "webinar", they can easily create a list view for this.
Salesforce by default provides a button called Sent List Email, and the admin needs to check user permission and make sure it is enabled for your users.
Users need to have "Allow sending of List Emails" permission, otherwise, they will not see this button, if you are enabling this permission, it will also enable 3 other permissions related to this permission: Send Email, Edit Task, and Mass Email.
Admin needs to make sure that "Sent List Email" is enabled, go to the Lead or Contact object, then edit the Search layout. As of Winter '21 release, this option is still under "Search Layouts for Salesforce Classic"
In the previous blog Send and Log Email from Salesforce, we mentioned when sending email from Salesforce, we can use email templates, merge fields, attach files, signature, and so on, the same feature is available when sending mass email from "Sent List Email".
Save as Draft
Another difference when using "Sent List Email", offers "Save as Draft", when composing your email, but unable to send it yet because of something else, instead of discard that email, you can save it as a draft. You will not see this when sending email from a record. See the button before Send in the above screenshot.
How to access email save as draft? Open the "List Emails" tab (from 9-dots if you do not see it), open the email composed, then click Edit.
You will see the status of the email sent, name, owner, and etc.
After all of the emails sent, you will get an email notification from Salesforce
Another difference of email sent via "Sent List Email" is the icon of email under Activities, instead of the standard envelope icon, the icon for email sent with "Sent List Email" is multiple envelopes.
As per this blog EmailMessage object, emails will be stored under EmailMessage object with prefix 02s, however, email sent via "Sent List Email" will be stored in a different object called ListEmail with the prefix of 0XB.
The Winter '21 release offers an additional feature for email sent via "Sent List Email", users can select the email to be sent later, set a perfect date and time when the email will be sent.
- Send a List Email in Lightning Experience
- General email limits
- Salesforce: EmailMessage object