Salesforce Engage HackSalesforce Engage is a powerful sales tool that puts the ease of sending one to many tracked emails and keeping up with lead activity at the fingertips of your sales team.

With Salesforce Engage’s email reporting function your sales team can see exactly which recipients opened their email. The report also shows you who took that extra step and clicked on an email link. This information is invaluable in helping to prioritize sales’ lead activity.

We’ve trained many companies on how to set up and use Salesforce Engage, and one question we hear often is, “how can I send one to many emails to all my contacts related to a specific account or opportunity criteria?”

Here are step-by-step instructions on how to do both.

How to send one to many emails at the account level

1. In your ‘Contacts’ or ‘Leads’ tab click on ‘Create New View’
2. Follow the steps outlined
a. Create a View Name
b. Set your filter based on field (account name), operator (equals) and value (the account you want to send an email to). For example, if I want to pull up all my contacts associated with the Cheshire Impact account I’d set my filter like this:

Salesforce Engage Account Sending View

c. Choose the fields you want to display and then click ‘Save’.

You can then choose all the contacts that are displayed, or choose specific account contacts to include for your Engage email.

Pro tip: This new Account View is automatically saved so you can go back and use it again and again as needed.

How to send one to many emails at the Opportunity Level

Salesforce gives a great example of how to filter based on opportunity, so I won’t recreate the wheel on this one.

Once again, go to your ‘Contact’ or ‘Lead’ tab and ‘Create New View’. In the Salesforce example, they walk you through setting up a filter deals over $1,000,000 that are closing within the next 45 days OR deals owned by a VP.

Salesforce Engage Opportunity Sending View

Once you’ve saved your filter, you’re good to go. This filter is saved just like your Account filter so you can go back and reuse as needed.

For more information on Salesforce filters for easy Engage email sending check out Salesforce’s article on getting the most out of filter logic.

What other Salesforce Engage hacks are you looking for? Let us know.