Client’s typically don’t use Salesforce to send mass emails. There are lots of good options for mass emailers out there, ones with significantly more features than what Salesforce offers.
However, there are legitimate use cases to just use Salesforce. Two of those are cost and technical simplicity.
Given this, let’s take a quick look at what functionality is natively available.
You can send mass emails from a Contact list view, or to all members of a Campaign. The button is called “Send List Email”.
When clicked, you’re able to select the recipients. In addition to the current list view or campaign, you can search for contacts or list views by name.
Using a Lightning Email Template is recommended, and there’s even a simple drag-and-drop interface to create content-rich emails.
To enable this advanced content builder, the permission set “Access Drag-and-Drop Content Builder” in System Permissions needs to be enabled. For some reason, this setting isn’t set to true for System Administrators.
Once enabled, the button “Edit in Builder” appears on an Email Template record.
This builder allows you to select a layout, add buttons, html, images, and rich text. For each component, you can set details and styles.
Keep in mind that while Salesforce records emails were sent to whom, it doesn’t track whether recipients actually opened or clicked on the email. Also, you can only send emails to 5000 recipients per day.
The takeaway
For simple needs, Salesforce has decent mass emailing capabilities. The email template builder definitely helps in that regard.a