ある非営利団体は、別のメール サービス プロバイダーを使用せずに、150 人の Salesforce 連絡先にイベントのキャンセル通知を送信したいと考えています。バウンスを管理し、必要に応じて通知を再送信し、連絡先レコードで送信履歴を表示したいと考えています。
要件を満たすためにコンサルタントはどのオプションを推奨すべきでしょうか?
正解:B
https://powerofus.force.com/s/article/SFDO-BP-Pardot-Basics-for-Nonprofit-and-Education The "Send List Email" feature in Salesforce is ideal for sending emails to multiple contacts directly from Salesforce without needing a separate email service provider. It also allows managing bounces, resending emails, and tracking email history on Contact records.
Send List Email Overview:
This feature enables users to send emails to a list of contacts, leads, or campaign members directly from Salesforce.
It supports email templates and provides tracking capabilities.
Steps to Use Send List Email:
Step 1: Navigate to the Contacts or Leads tab.
Step 2: Create a list view that includes the contacts you want to email.
Step 3: Select the "Send List Email" button.
Step 4: Choose an email template, compose the email, and send it.
Managing Bounces and Send History:
Bounces: Salesforce tracks email bounces, and you can view bounce details on the individual contact records.
Send History: The history of sent emails, including opens and clicks, is tracked and visible on the Contact records.
Benefits:
Integrated Solution: No need for external email service providers.
Efficiency: Quickly send emails to multiple recipients and manage communications directly within Salesforce.
Tracking: Monitor email performance and follow up as needed.
Reference:
CertGod Nonprofit Cloud Consultant study guide: "Send List Email".