Send List Email Your Way (Pilot)

Let your sales reps choose how to send their list emails. Now, reps can send list emails from Outlook or Gmail. Previously, reps could send list emails via Salesforce only.

Where: This update is available in Lightning Experience in Essentials, Professional, Enterprise, Performance, and Unlimited editions.

Note

Note

We provide sending list email through external services to selected customers through a pilot program that requires agreement to specific terms and conditions. To be nominated to participate in the program, contact Salesforce. Pilot programs are subject to change, and we can’t guarantee acceptance. The feature isn’t generally available unless or until Salesforce announces its general availability in documentation or in press releases or public statements. We can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features. You can provide feedback and suggestions for sending list email through external services in the Outlook/Teams, Gmail, and Inbox Trailblazer Community.

Why: Sending list emails through Outlook or Gmail ensures that the email looks like it's been sent directly from a user instead of by email automation. Recipients are more likely to open an email that looks like it’s been sent directly. Also, list emails are in the user’s sent folder, so the send history is intact.

How: From Setup, in the Quick Find box, enter Send through External Email Services, and then select Send through External Email Services.

User email settings

When your users log in, they’re prompted to choose their preferred setting for list emails.