Send Engage Campaigns from More Places

Salesforce Engage users can send Engage Campaigns to campaign members and opportunity contacts without leaving the record pages. They can also send a targeted one-to-many email to contact roles in a group of opportunities from an opportunity list view.

Where: This feature is new in Lightning Experience and Salesforce Classic in Professional, Enterprise, Performance, and Unlimited editions with any version of Pardot with Salesforce Engage. The ability to send from campaign record pages is also available in Developer editions.

When: This feature is available starting December 12, 2018.

Who: To use the Send Engage Email button, users need a Salesforce Engage license and a Sales Cloud or CRM license.

How: Add the Send Engage Email button to your opportunity list views and your opportunity and campaign page layouts.