Overview
MassMailer enables users to send quick transactional or campaign emails directly from supported Salesforce object records. This feature improves productivity by allowing contextual communication without creating a full email campaign.
The functionality works for both standard and custom objects, provided an email field is available and the object is enabled in MassMailer.
Salesforce Object Context
Salesforce objects act as database tables used to store organizational data.
Standard Objects: Predefined entities such as Account, Contact, Lead, and Opportunity.
Custom Objects: User-created entities designed to store business-specific data with configurable fields, layouts, and relationships.
MassMailer supports quick email sending from both object types.
Quick Email (Simple Send) Capabilities
Using the Simple Send feature, users can:
Select the target email field
Add CC and BCC recipients
Define email subject and content
Insert merge fields dynamically
Choose IP pool or transactional email option
Send immediately or schedule delivery
This provides Salesforce-level email execution with enhanced tracking and delivery control.
Configuration Methods
1. Direct Simple Send Usage
Open a supported object record
Launch Simple Send via MassMailer
Configure recipients and delivery options
Send or schedule the email
2. Lightning Component Deployment
Open Lightning App Builder
Add the SimpleSendviaMassMailer component to the object record page
Save and activate layout
This enables one-click email sending directly from the record interface.
Key Benefits
Faster record-level communication
Reduced campaign setup effort
Centralized email tracking
Improved user efficiency
Flexible scheduling and targeting
Conclusion
Quick email functionality in MassMailer allows organizations to streamline CRM-driven communication. By enabling supported objects and deploying the Simple Send component, teams can execute timely, personalized outreach directly from Salesforce records.
For more information, you can refer to the blog post.