[SalesForce] Sending mass emails to OpportunityContactRoles’ Contacts

I would like to send mass emails to some of my clients in Salesforce, particularily only the contacts that are related to Opportunities that match a certain criteria.

I have a custom number field in my Opportunities, only opportunities where this number is > 0, the opportunity itself can sometimes have more than one contact so it must be able to send emails to all contacts listed within that Opportunity.

Can this be done, and if so how? I have attempted the Mass Email function with and filtering contacts, but it only allows you to filter by Contact object.

Best Answer

The object is OpportunityContactRoles and is a junction object between opportunity and contacts. This is not currently possible with workflow.

An idea has been opened (6 years ago): https://success.salesforce.com/ideaview?id=08730000000BrHdAAK

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[SalesForce] Sending Mass email

as per Mike's comment to my first answer:

Create a Formula Custom Field

IF(
 OR( 
 BEGINS( LastName , "A"), 
 BEGINS( LastName , "B"), 
 BEGINS( LastName , "C"), 
 BEGINS( LastName , "D"), 
 BEGINS( LastName , "E"), 
 BEGINS( LastName , "F") 
 ), "A-F", 
IF(
 OR( 
 BEGINS( LastName , "G"), 
 BEGINS( LastName , "H"), 
 BEGINS( LastName , "I"), 
 BEGINS( LastName , "J"), 
 BEGINS( LastName , "K"), 
 BEGINS( LastName , "L") 
 ), "G-L", 
IF(
 OR( 
 BEGINS( LastName , "M"), 
 BEGINS( LastName , "N"), 
 BEGINS( LastName , "O"), 
 BEGINS( LastName , "P"), 
 BEGINS( LastName , "Q"), 
 BEGINS( LastName , "R"), 
 BEGINS( LastName , "S") 
 ), "M-S", 
"T-Z"
)))

You can set the mass email views according to this field.

Best Answer

Related Solutions

[SalesForce] Sending Mass email

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