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I want to complete a Mass Email using the criteria from a Custom Object.  When I go to complete a new view to get my distribution list, the custom object information isn't available.  The Custom Object is a related list within the Accounts object.  How do I accomplish?
1 risposta
  1. 15 ago 2012, 00:23
    Salesforce mass email works only with contact and lead views. If you need to do complex queries, you'll need to use a 3rd party email tool like Vertical Response or iContact that can use reports as the query source.
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