Salesforce.com email information

1. Sending Mass Email with Templates
Michelle Emanuel
mtemanuel@yahoo.com

2. 
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I have been blogging about my intern project with
Coquisoft, Inc. as we are developing the
entertainment mobile app. #CoquisoftInternProject in
addition to documenting it under Developing the
Next Generation
I am also theTechnical Architect/Project Manager for
Hug it Forward and supporting all aspects of their
Salesforce.com org activity#CoquisoftSFHugs.
Here are the steps to generate the mass email to
contacts using the template that was defined by the
organization. The steps will include the ability to
include an attachment of a picture of the latest
school to be inaugurated or other such event that is
to be shared with the target of the email.
Enjoy….

3. 1.
2.
Select setup
Then select
Communication
Template

4. 3.Select Email Template
4. Create a template and make it
available for use then select it.
Make sure you make it available
for use.

5. 6.To modify the
text in the HTML
version select this
button
5.To modify the text in the plain text version
select this button (you cannot see this version
right now)
There are two versions of the template available one is the html version and the other the plain text version. The name will be
replaced with the name from the Contact Object when the emails are generated. Make sure you save any changes you make
and be careful if you modify the merge fields as it may impact the contents of the email. The merge fields will appear as
{!<name>} in my case it is the full name of the Contact.

6. 7. Once you have the email as you would like
you may attach a picture from your computer
using this button. Click this and follow the
steps.

7. 8.Follow the steps to attach the file you would
like to send following the size limitations.

8. 9.Once you have properly attached the file
you will see the information on the bottom
- you are good now your email is ready to
send
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The email is ready to go
The next step is to generate the list of who to
send it to
Select Contacts tab on the Home page
Create a New View filtering on the flag that is
set to true for the field you are using in my
case I created used the field that I had
created in the Object and looked for it equal
to true.

10. 10. Select Contacts on your main screen
11.
Then select Mass Email
Contacts

11. 12.
14.
To leave someone off
the list “de-select them
from this list
The view to get the contact
list of trip leaders with emails
13.I have only selected to show
their name and the email for the
view we can show more. I have
hidden the information for the
privacy of the volunteers.

12. 15.After you select next you will see
this screen and you will want to
select the template that you
updated. It is a good idea to hit
preview just to make sure it is the
right one and the right attachment
is included.
.

13. When you are finally ready to send your email you can send a
copy to yourself and then record a copy in salesforce. You can
either send it immediately or schedule it for later.

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Developing a presentation on Cloud Flow for
a presentation in March this should be posted
in the coming weeks.
Developing email using junction objects stay
tuned on this one this requires Visualforce
and Apex development.