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Guidelines for Sending Mass Email in Salesforce Classic
If you’re sending mass email—an email to a list of contacts, leads, or person accounts—refer to these guidelines for additional information.
Required Editions
| Available in: Salesforce Classic |
| Available in: Professional, Enterprise, Performance, and Unlimited Editions |
- By default, the My Contacts, My Leads, Active Users, or My Cases views include all records with an email address. To change the list of recipients, create a custom view. If the record contains no email address, or Email Opt Out is selected, a contact, lead, or person account isn’t included in any email list views. Person accounts are included in contact list views.
- In the email template preview window, the template displays any merge fields included in it, such as {!Account.AccountNumber}. When you send your email, data from the recipients’ records, or any applicable substitute text, is inserted into the email in place of those merge fields.
- When Store an activity for each message is selected (default), the Activity History item is associated with the contact, lead, or person account and is displayed as “Mass Email:<Template Description>.” The email subject, body, and attachments aren’t stored in the Activity History item. Logging Activity History items requires access for viewing or editing the records in the recipient list and the “Edit Task” permission.
- If the email deliverability option Notify sender when mass email completes is selected, you receive an auto-generated status email from Salesforce for each mass email that you send. The subject line of the status email contains the value that you entered in the Mass Email Name field when sending the mass email.
- To view and cancel mass emails that you’ve scheduled, from your personal
settings, enter Mass Emails in the Quick
Find box, then select Mass Emails or
My Mass Emails.
To view and cancel mass emails that anyone in your company scheduled, if you have the “Manage Users” permission, from Setup, enter Mass Emails in the Quick Find box, then select Mass Emails.
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