You can email contacts, leads, and users in your organization directly from account, contact, lead, matter, or custom object pages. With mass email, you can email a list of contacts, for small-scale information or support. Mass email is intended to facilitate your business processes, not replace your existing email application or handle mass-marketing campaigns.
Improve Email Deliverability
To improve the deliver-ability of email you send from AdvologixPM Salesforce, configure your organization's email deliverability settings. Email deliverability is the likelihood of a company’s or individual’s email to reach its intended recipient. This likelihood is adversely affected by:
Bounced email
Email that is addressed to an invalid recipient and returned to the sender. If a sender sends several email messages that bounce, the email server might slow or block the delivery of all email from that sender.
Noncompliant email
Email that does not comply with a recipient's email security framework, such as the Sender Policy Framework (SPF), which verifies that the From address in an email message is not forged.
Further Considerations
When creating a new outbound Email-to-Case or On-Demand Email-to-Case message, the From address is auto-populated with your name. When replying to an inbound message, the From address is auto-populated with the routing address to which the email was sent.
If you previously defined any organization-wide addresses, the email addresses associated with your user profile also appear in this drop-down list. Organization-wide addresses are not available for Mass Email, or Stay-in-Touch requests.
If you want to remove any HTML formatting and send a text email, click Switch to Text-Only. Click Switch to HTML to use HTML formatting or to track the email.
Enter a contact, lead, or person account in the To: field. Only one name can be entered in the To: field. For contacts and leads that have multiple email fields, you can select an email address.
Optionally, choose another record, such as an account, case, or custom object, to associate with the email.
Optionally, if you want other people to receive the email as primary recipients, enter email addresses in the Additional To: field, or click the Additional To: link to select individuals from a list. These people do not need to be Salesforce records. Email addresses can be separated by semicolons, commas, spaces, or new lines.
In the CC: and BCC: fields, enter any additional email addresses, or click the CC or BCC link to select individuals from a list. Email addresses can be separated by semicolons, commas, spaces, or new lines.
If your organization has enabled compliance BCC emails, the BCC: field is not available and your Automatic Bcc setting under My Email Settings is disabled.
Enter a subject and body for the email, or click Select Template to choose a predefined email template. Choose a folder and select a template from the folder. If necessary, you can modify the content of the template in your email; however, you cannot modify Custom templates.
When replying to an Email-to-Case or On-Demand Email-to-Case email, the original email is included in the email body. All or parts of this email can be deleted.
If you chose an HTML email template, use the format toolbar to format your text. Available in Professional, Enterprise, Unlimited, and Developer Editions only.
Optionally, select Attach File to add a file. You can attach multiple files as long as the total size of all attached files does not exceed 10 MB.
If Spell Checker is enabled for your organization, click Check Spelling to spell-check the body of the email. Spell Checker does not support all the languages that Salesforce supports. For example, Thai, Russian, and double-byte languages, such as Japanese, Korean, or Chinese, are not supported.
If you are using an email template, the Check Spelling button is available for text templates and Visualforce templates without HTML tags.
Click Send.
If the recipient does not have an email address, Salesforce prompts you to edit the person’s email address and click:
- Save Address to add the email address to the record without sending the email.
- Save Address and Send to add the email address to the record and send the email.