Today we have a quick but common question from the Salesforce.com Answers boards. People often ask, "I want to email a bunch of people from Salesforce.com at once. How do I do that?"
Note that this post covers how to send an email from Salesforce.com's default Campaign functionality. Just prior to when this blog was posted, Salesforce.com acquired ExactTarget, which is a much more industrial-strength solution for outbound email. This blog post is intended for people that just need to send mass emails to 1000 or less people.
The answer is a little bit roundabout, but:
1. Create a Campaign that will represent your mailing list. If you
can't see the Campaigns tab, be sure that in your user record Marketing
User is checked on, and that in your profile you have create access for
2. Either fill the campaign manually using the Edit Campaign Members
button, or create a report on Contacts with the criteria as needed and
press the Add To Campaign button to fill your campaign.
3. Now go to the Contacts tab and click Create New View. Set it to All
Contacts, put no criteria on it, and enter your campaign in the Filter
By Campaign box. Save the view.
4. Go back to the Contacts tab and click the link entitled Mass Email
Contacts. Select the view you created in step 3, select your email
template, and you're off to the races.
Note that a campaign can contain either Contacts or Leads (or both), so if you want to email Leads instead, modify steps 3 slightly to say "Go to the Leads tab" and "click the link entitled Mass Email Leads."