7

I created a custom object named ContactGroup where I can add Contact. A Contact can have many ContactGroup and a ContactGroup can contain many Contact (so this is a n-n relationship).

Now I would like to send a mass email to all Contact of a specified ContactGroup. Unfortunately, in the filter view (Contact/Mass Email Contacts/Create new view), I don't see a ContactGroup field on my Contact object where I could filter with a 'Include' operator or something similar.

I do have the same problem if I'm creating a campaign (it is actually the same user interface to create the filter view).

What is the workaround to mass email Contacts of a specified ContactGroup?

2
  • 1
    Probably Visualforce and Apex would be the cleanest methods.
    – Mike Chale
    Oct 22 '13 at 12:33
  • Maybe, but it is a big investment in term of work... not sure to have a budget for that ;-) I would prefer a solution that is more "built-in"
    – Bidou
    Oct 23 '13 at 6:37
2

I think you need a Junction Object that has two Master-Detail Relationships:

  1. Master-Detail Relationship with Contact
  2. Master-Detail Relationship with ContactGroup__c

Maybe call this Junction Object Contact_Junction__c. The Junction Object allows for a many-many relationship between two other objects. Try it out, and see what your related-lists look like.

For reports, you may need create your Report Type that contains all of the objects (Contact, ContactGroup__c, Contact_Junction__c).

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.