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Showing posts from February, 2020

SEND MASS EMAILS FROM SALESFORCE LIGHTNING COMPLETE INSTRUCTION

Folks, Finally Salesforce just makes some huge improvement on Mass Emails in Lightning in their Spring 20 Release. I come up with the final instruction for my team to make their life easier without creating different list views or campaigns everytime they need to send out the emails to the leads/contacts. Create Lightning email template:  Click the App Launcher icon (9 dot icon on the left) and search Email Template : You can either choose to create a new template or use the current existing templates: Choose All Templates and search for the templates that you’d like to use for sending emails: Create a new template: Click New Email Template Choose Related Entity Type (1) , in this case we’re sending out Emails to Contact list, choose Contact as an object Select folder (2)   to save this template or it will be saved to your Private Email Template by default  To insert Salesforce fields to this template, choose the Curly brackets icon and sea