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Sunday, September 27, 2020

Salesforce: Send List Email

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 do I specifically mention ListView? because ListView is a simple yet powerful feature in Salesforce. Your user can create their own list view easily (define columns and filters), and by combining this to a 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 out of the box provides a button called Sent List Email, and the admin needs to check user permission and make sure it is enabled for your users. 


Permission
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:  Mass Email > Send Email > Edit Task.

Enable Button
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"


Email Limits
In the previous blog Send and Log Email from Salesforce, we mentioned when sending emails from Salesforce, we can use email templates, merge fields, attach files, signature, and so on, the same feature is available when sending mass emails from "Sent List Email". 

The difference is, you will see a limit that tells you how many emails can be sent, and this limit is for the whole user in the org., not for the individual user. As per this article, we can send 5,000 external emails per day based on GMT.


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 discarding that email, you can save it as a draft. You will not see this when sending an email from a record. See the button 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, etc.


Notification Email
After all of the emails sent, you will get an email notification from Salesforce


Email icon
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, emails sent via "Sent List Email" will be stored in a different object called ListEmail with the prefix of 0XB.

Send Later
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.



Reference:



2 comments:

  1. Troubleshooting tip, if you are moving between orgs for testing purposes, you will not see "Send List Email" if email deliverability is off, it must be set to "All email". This should be obvious but it got by me because production had it disabled for other testing that was in progress. Hope this helps someone else!

    ReplyDelete

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