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Sales Productivity
Send Mass Email in Salesforce Classic

Send Mass Email in Salesforce Classic

Send an email to a group of contacts, leads, person accounts, or coworkers.

Required Editions

Available in: Salesforce Classic
Available in: Professional, Enterprise, Performance, and Unlimited Editions
User Permissions Needed
To send mass emails to contacts, person accounts, or leads: Mass Email
To send mass emails to coworkers:

Mass Email

AND

Manage Users

To send mass emails and log them in the Activity History related list:

Mass Email

AND

Edit Tasks

To send mass emails through a campaign

Mass Email

AND

Marketing User selected in User Details

Note
Note You can’t use an organization-wide address to send a mass email.

Watch a Demo: Watch Video Demo Sending Mass Email (Salesforce Classic)

  1. Depending on who the recipients of your mass email are, do one of the following.
    • For contacts or person accounts, on the Contacts or Cases tab, in the Tools section at the bottom of the page, click Mass Email Contacts. If you use person accounts, the link also appears on the Accounts tab.
    • For leads, on the Leads tab, in the Tools section at the bottom of the page, click Mass Email Leads.
    • For coworkers (other Salesforce users), if you have the Manage Users permission, from Setup, enter Mass Email Users in the Quick Find box, and then select Mass Email Users.
    • For mass emails for a campaign, see
    • Send Mass Email to Contacts or Leads Associated to a Salesforce Campaign. If you have Marketing Cloud, see the Marketing Cloud online Help for mass email options.
  2. Select a list view of recipients, and then click Go!.
  3. All recipients in the list view are selected by default. To remove recipients, deselect them.
  4. Click Next.
  5. Choose an email template.
  6. To view the templates, click the Preview links.
  7. Click Next.
  8. On the confirmation page, select the processing options to use. The mass email name that you specify appears in the queue and status messages that you receive from Salesforce, not in the email that you’re sending.
  9. In Delivery Options, send the email, or select a date and time zone for sending the email in the future.
  10. Click Send, and then click Finished.
 
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