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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.

  1. 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 search for the fields you want to add (ei first name or company name) 



    • Insert your signature: choose Sender → Email Signature:
Save your template. 
Note: If you want to use reuse this template for Lead, please clone this template and choose the Related Entity Type to Lead
 Send List email:
From a contact or lead home page, manually choose the Contacts or all contacts in your List View you want to send out mass email click Send List Email and start writing the content. 
Insert your template:


If you make any change in this template, choose Save Template if you want to update it or Save as new template for the new one:
Click Review to view the recipients and Email format before sending out:
To save your changes, click Save as Draft.
To resume editing the list email, go to the List Email home page (click 9 dot icon on the left and search List Emails)
Edit a list email
Find your draft list email (1) and continue editing (2). When you’re done editing, save the draft again or send the list email.
Bonus : Create HTML email template:
  • Go to https://html-online.com/editor/
  • Copy and paste your text/email into the box on the left.
  • The HTML version of your text should appear on the right side.
  • Click “Clean.” (This may delete a line of code but that’s okay. It’s just deleting extra line breaks).
  • Copy the HTML version so that you can paste the code into an SFDC email template.
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