By continuing to navigate on this website, you accept the use of cookies to serve you more relevant services & content.
For more information and to change the setting of cookies on your computer, please read our Cookie Policy.

How to send email to a public group in Salesforce

Public Groups:

Which consists set of users, can be used to assign sharing rules and records. It can also be used in reports and dashboards.

Create a public group(testing group) with required users, roles and profiles. We have to create a workflow rule to send an email to the public group created.

Select --> Setup --> Administer --> Manage Users --> Public Groups.

Click on new public group, give the group name and select the members who should be included in a public group.


Workflow is used to automate actions like Email, Field update, Outbound message and creating tasks. It works based on rule criteria. It consists of criteria, actions when a record matches the criteria and time dependent actions like triggers. Email alert action sends an email to one or more recipients whom we specify.

Select --> Setup --> Administer --> Build --> Workflow & Approvals --> Email alert.

Create an Email alert as when a particular action is done then the mail should be sent to that assigned particular public group (testing group). By clicking on new email alert, we have to select the required object, email template, recipient type and add the required recipients.

Email templates are predefined in salesforce and we can edit them according to the organization requirement. When we select particular predefined email template or the email template which we edited, user receives the email with the information we provided in the email template. 

Select Account in object, Email template as Sales:New customer email, recipient type as public group and add the public group(testing group) to the recipient. Save the email alert and define email alert rule where an email should be sent to a public group which we have selected as a recipient.

Email alert rule:

Select required object, give the rule name, and rule criteria. When an account(object) is created and billing city(field) equals Hyderabad then an email alert should be sent to that public group. Save the email alert rule and activate it.


Create an account with email alert rule criteria and automatically public group(testing group) users receive the email.


If the Emails are sent via Workflow rules there is a limit of 1000 emails per day for a standard Salesforce license.

    Posted On
  • 18 December 2017
  • By
  • Micropyramid

Need any Help in your Project?Let's Talk

Latest Comments
Related Articles
Field Update Workflow in Salesforce

In Salesforce, field update is used to change or update field records. This can be done by a creating field update actions and associating them ...

Continue Reading...
How to convert a web page into PDF format using renderAs attribute

Companies frequently need web page data to be converted into pdf. So, they can have an easy look into the progress. For this in salesforce ...

Continue Reading...
How to use list methods in salesforce

Apex provides collections such as List, Set, Map. These are similar to arrays, but these collections have advanced features and easier methods than an array. ...

Continue Reading...
open source packages

Subscribe To our news letter

Subscribe and Stay Updated about our Webinars, news and articles on Django, Python, Machine Learning, Amazon Web Services, DevOps, Salesforce, ReactJS, AngularJS, React Native.
* We don't provide your email contact details to any third parties