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Showing posts from June, 2015

Sending Mass Emails From Salesforce

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Create a Email Template  Then you either go to the Lead Tab or the Contact Tab and scroll down the page until you see the Mass Email link in the Tools section. On the first step of the mass email wizard is to create your target list. To do this you have the option of leveraging an existing View that is available on the Leads tab, or you can create a new View from within the wizard. In this example we will create our target list from within the wizard by clicking the   Create New View   link. In my example I’m   creating a quick View   to grab any Lead that is in the State of California. Notice in Step 2 of the View you can use a Campaign to filter (handy if your Campaign has your target list as Campaign Members!). Remember you have governor limits based on your edition (see paragraph two of this blog posts). If you’re running Professional Edition for example, and your View pulls more than 250 records, you’ll need to add additional filters to your View to reduce the