Using Bulk Actions in Salesforce Lightning

Last update: 2023-07-21

Learn how to perform bulk actions, like adding leads to a campaign, send a bulk email, or pushing leads from Salesforce to Sales Connect.

PREREQUISITES

Update to the latest version of the Sales Connect package and install the bulk action buttons in your lead/contact view. Click here for instructions.

NOTE

Before following the steps below, make sure you’re logged in to your Marketo Sales Connect account.

Bulk Email

  1. In Salesforce, click the Leads tab, then choose the list of desired leads.

    NOTE

    If you’re already on the list you’ll be using, you’ll have to execute it again by choosing it from the drop-down in order to make sure the MSC bulk action buttons show up. This is Salesforce behavior that cannot be changed.

  2. Click the arrow drop-down (on the far right of the screen) and select Email with MSC.

  3. An MSC email will pop up. It includes the following features:

    a. “To” field shows “All receipts” - this corresponds to the list of leads you have chosen in the Lead List View
    b. This list is visible on the left panel called “Bulk compose” - you can add/remove recipients here
    c. You can choose a template or create your own email
    d. You can send the email right away or schedule to send it at a later time

Add to Campaign

  1. In Salesforce, click the Leads tab, then choose the list of desired leads.

  2. Click the arrow drop-down (on the far right of the screen) and select Add to MSC Campaign.

  3. An “Add People to Your Campaign” pop-up will appear. Click Next and go through the typical campaign flow to trigger an MSC campaign.

Push to Marketo Sales Connect

  1. In Salesforce, click the Leads tab, then choose the list of desired leads.

  2. Click the arrow drop-down (on the far right of the screen) and select Push to MSC.

  3. A new tab called “Salesforce Bridge” will open. Click the Proceed to Group → button.

  4. You will be sent to your MSC account where you’ll see a group created with date/time stamp. You’ll receive a notification once the sync is complete and the group will include the leads synced from Salesforce.

NOTE

You can follow the same steps to use bulk actions in Contact List View as well.

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