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Dave Meixell (Partner Tech) asked in #Data Management
Apr 8, 2013, 11:56 PM

How do you create a new view for a mass email?

So I want to create a Mass Email, so I went to "Create a New View".  But the only fields I can select are either from the Accounts or Contact objects.  The field that I want to use is from a Custom Object, (e.g. a specific vendor from a drop-down list).  However, the Salesforce techs informed me that there is no way to accomplish this in Salesforce.  They said that there might be an App.

 

So I question the group of how can I "Create this View"?  And/Or are there any Apps out there that would accomplish this situation?

 

Dave
4 answers
  1. Dave Meixell (Partner Tech)
    Apr 16, 2013, 11:36 PM
    James,

     

    I'm hoping I'm not replying too late, as I'm just now getting back to try

     

    and complete this Mass Email. I was trying to attempt a Mass Email, but

     

    wanted to use a field from a Custom Object that I had created. I had posted

     

    a question on the SFDC answer website and you had posed the following

     

    questions. Here are the answers.

     

    How are the objects related? .The Custom Object is a related list within

     

    the Accounts object.

     

    Is there a lookup to the custom object? .There is. I have a field within

     

    the custom object titled "Vendor". So when I setup a new account, I refer

     

    to the related list for this custom object. Then I select the look-up field

     

    to choose what vendor of software that they are using.

     

    So based on this information, is there a way to complete a Mass Email?

     

    Thanks in advance, Dave
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