Hi Experts, There is a button on leads home page called "Send list email" where a user can select multiple leads and send emails to all of them using this button. My task is when i click on this button and emails are sent then I want to automatically change the status of leads from Open - Not Contacted to Working - Contacted. I used this link https://help.salesforce.com/s/articleView?id=000358617&type=1 to change the lead status when sending email individually through a lead but it does not work through send list email button. This link works on EmailMessage object but I want to use ListEmail object which I am unable to find in the process builder.
Any help on this would be greatly appreciated. Thanks in advance..!!
Vuk Stajic (MVRK Inc.) Forum Ambassador
I do not believe this is possible with the Send List Email function, read more here: https://help.salesforce.com/s/articleView?id=sf.email_list_email_create.htm&type=5
You may find more success with other 3rd party apps for list emailing, that may have some form of completion actions that could change statuses.
Alternatively, manually you could filter the list view to just who you want to send the emails to. Send the email with Send List Email button. Use Kanban view or in line editing to mass change the status post email send. This is manual but free.