Salesforce Winter '18 Release: Send Bulk Emails to Your Contacts or Leads with List Email

I'm willing to bet that you've wanted the ability to quickly create a distribution list of prospects or customers in Salesforce and easily send them a bulk email.

You've probably been struggling with this up until now, huh?

I know that I've been hearing different people asking me about this feature for the last 10 years. 

Although the ability to send mass emails is, technically, possible in Salesforce Classic - it is a clunky, painful and inefficient process.

Truth is - I get it. Salesforce Sales Cloud is a CRM, and not a marketing automation tool. If you need marketing automation, there are other...far more powerful tools to consider like Salesforce Marketing Cloud, Pardot and more.

If you're still looking for a native, simple "allow-me-to-just-send-a-bulk-email" feature, you're going to LOVE the new List Email functionality now available with the Winter '18 release.

From any list view on the Contacts or Leads tab, you can now either hand-pick, or select all people included on the list and use a Salesforce template to merge in the appropriate data and distribute the email on your behalf.

Check out the video below to see this magic in action.

To read up even more on the Winter '18 release, check out the resources below:

David Giller a Salesforce MVP, User Group Leader, Trainer, Consultant, Blogger & Author.

Although he started his career as an attorney, David entered the world of enterprise-scale IT management at NBCUniversal, & continued at GE Capital, where he was first introduced to Salesforce & became known as "The Salesforce Guru."

David is now CEO of Brainiate, helping companies unleash the power of Salesforce.

You can read more about David's bizarre career path here.

Don't miss a post! Subscribe to this blog via email, or add this blog to your Feedly.