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George Laird 55George Laird 55 

Mass Email From Opportunity List View

Hello All,

I have an email address on the Oppty object.  Users want to be able to send list email just like the Contact list views, but on the Opportunity list views.  They want to be able to select mulitiple opptys from the list view, click a button, and have the regular email editor open, populated with all of the email addressess that they checked form the list view, and have all of the regular options like selecting a template, merged fields, ect...

What is the best way to do this?

A list view button with a URL hack? Please help. 

George
 
Best Answer chosen by George Laird 55
VinayVinay (Salesforce Developers) 
Hi George,

I am not sure on URL hack will work in this scenario.  But yes you can create list view button and invoke VF page.

Few references:
https://anilsfgeek.blogspot.com/2018/03/lightning-component-for-sending-of.html
https://success.salesforce.com/answers?id=9063A000000l5EqQAI

Appexchange tool (Mass Emails)
https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000DvGfCUAV

Thanks,
Vinay Kumar

All Answers

VinayVinay (Salesforce Developers) 
Hi George,

You can't email an Opportunity (an Opportunity is not a person).

Review below links and vote on Idea link

https://success.salesforce.com/ideaView?id=08730000000BqvpAAC
https://success.salesforce.com/answers?id=90630000000gxzKAAQ

Hope above information was helpful.

Please mark as Best Answer so that it can help others in the future.

Thanks,
Vinay Kumar
George Laird 55George Laird 55
@Vinay Kumar,  yes, that is true but I have a custom email field on the opportunity record.  I am looking to build a custom solution to handle this.  I am wondering if it makes sense to create a list view button that calls a visualforce page to do the work, or if it's possible to use a URL hack instead.  
VinayVinay (Salesforce Developers) 
Hi George,

I am not sure on URL hack will work in this scenario.  But yes you can create list view button and invoke VF page.

Few references:
https://anilsfgeek.blogspot.com/2018/03/lightning-component-for-sending-of.html
https://success.salesforce.com/answers?id=9063A000000l5EqQAI

Appexchange tool (Mass Emails)
https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000DvGfCUAV

Thanks,
Vinay Kumar
This was selected as the best answer