Send Email Using Salesforce Flow Go to Home then search for Flows. Click New flow to create new flow. Choose, Record Triggered flow. Then Choose Object, Opportunity. Configure Trigger, when A record is updated. To send email from your flow, either call an email alert action or create the email in the flow. Send an … Read more
To send a list email to a group of campaign members: Log in to Salesforce. Click Campaigns. Click a Campaign Name from the list. Michael selects 2019 Capital Visit Advocacy Event. Click Related. In the Campaign Members section, click the dropdown arrow and select Send List Email. Enter a Subject line and compose a message … Read more
You would need to schedule a refresh of the dashboard. That will send it in an email to you and any other Salesforce users. If you want to send it to someone who isn’t a Salesforce user, you can forward the email to them, or use a 3rd party app like this: http://appexchange.salesforce.com/listingDetail?listingId=a0N300000016ZopEAE Required Editions … Read more
Step-by-step: implement Automated Email in Salesforce Build your one-touch email First, make sure your survey is connected to Salesforce. … Create a workflow in Salesforce Next, you must set up a workflow in Salesforce to identify which event will automate your email send. … Analyze your results Create Automation In Marketing Cloud, navigate to Automation … Read more
Send Your Email Click the Sending tab (1). In the To section, select your recipient lists (2) and suppression lists (3). … In the From section, select a sender (4). To get replies at an email address other than the sender’s, select a custom reply-to address (5). View the number of mailable prospects on your … Read more
To send a list email to a group of campaign members: Log in to Salesforce. Click Campaigns. Click a Campaign Name from the list. Michael selects 2019 Capital Visit Advocacy Event. Click Related. In the Campaign Members section, click the dropdown arrow and select Send List Email. Enter a Subject line and compose a message … Read more
Click the down arrow associated with the email you would like to send. Click Preview and Test. In the Test Send tab, enter up to five email addresses for Recipient or select a test data extension containing all the subscribers for your test. Click Change to select personalization options for the test send. Based on … Read more
How to Send Mass Emails in Salesforce Lightning Step 1. At the top of your screen, you’re going to find “Contacts” to view the entire list of your contacts. Step 2. Because you have “All Contacts” selected, you’re going to need to go through and uncheck any people that you… Step 3. If you want … Read more
Use the Campaign for sending Mass Email. Click Contacts | Mass Email Contacts . Create a View, and then select the Campaign. Select a list view of recipients, and then click Go . On the Leads tab, in the Tools section at the bottom of the page, click Mass Email Leads. If you have the … Read more
How to Send Mass Email in Salesforce First, you must choose the type of recipients to whom you would like to send mass email in Salesforce. Select a way to view each list of recipients and click “Go!” The default setting features all of your recipients selected. … Click “Next”. Choose from the available templates. … Read more