Editing Salesforce Object Layouts for MassMailer
Salesforce object layouts are critical in integrating efficient design elements for a seamless user experience. They let you organize various fields in a sequence or logical order, add buttons, set field properties, actions, other related lists, and more.
Another key highlight of the Salesforce Objects layout is that you can edit or customize these Salesforce Objects or Page layouts for multiple teams around the organization so that respective users or teams can access them much faster, per their requirements.
In this post, we will discuss Salesforce Object Layout in more detail and outline the process of editing Salesforce Object Layouts for MassMailer to help you achieve a good design that leads to more significant ROI or higher revenues for your business.
What Does the Salesforce Objects Layout Refer To?
Salesforce object page layout helps you control how a record looks and functions. It also lets you determine which fields are visible and editable and how they are arranged.
Put simply, Salesforce Object or page layout allows you to control:
- The visible fields (either add or remove)
- Different field properties, such as Read-Only and Required fields
- Various Page sections and where blank spaces appear between fields
- Different buttons and actions are included, such as ‘Edit’ or ‘Delete.’
- Various related lists appear, as well as their customized properties.
Customizable Salesforce Objects & Layouts for MassMailer
Here are the various objects & layouts that you can edit in Salesforce for MassMailer:
1. Lead, Contact, Account, Case, Opportunity, or any custom Object enabled in MassMailer
2. Buttons on Page Layouts & Search Layouts
- Send via MassMailer
- Quick Send via MassMailer
- MassMailer Verify
3. Related Lists on Page Layouts
- MassMailer Email Status
- MassMailer Verify Status
- MassMailer Verification Jobs
- MassMailer Suppressions
4. Campaigns
Buttons on Page Layouts
- Set as MassMailer Campaign
- Add Campaign Members
- Remove Duplicate Campaign Members
Reset Campaign members’ status
- Send via MassMailer
- MassMailer Verify
- Preview Template
- Unschedule Job
- MassMailer Clone
5. Campaign
Related Lists on page Layouts
- MassMailer Email Status
- MassMailer Verification Jobs
- MassMailer Outreaches
Buttons on Search Layouts
- New MassMailer Campaign
- MassMailer Outreaches
Buttons On Page Layouts
- Unschedule Job
- Preview Template
- MassMailer Email Status
Buttons on Page Layouts
- Follow-up
- MassMailer Suppressions
Buttons on Search Layouts
- Delete Suppressions
How to Edit Salesforce Object Layouts for MassMailer
Source
Here is the stepwise procedure you can follow to edit Salesforce Objects for MassMailer-
- Click on the gear icon at the top right corner or go to Setup > Object Manager > Page Layouts.
- Once done, click the Object Manager tab and search for Campaign
- When you see it, click Search Layouts, followed by clicking Edit in the Default Layout section
- The next step is to add the New MassMailer Campaign button and save the layout
To know more about the process of editing Salesforce Object Layouts for MassMailer, click here.
Wrapping Up
Customizing Salesforce object layouts for MassMailer can make a difference in how smoothly your team operates.
By setting up layouts with just the correct fields, buttons, and lists, you create a workspace that’s easier to use and quicker to navigate—meaning less time searching and more time taking action. This simple setup adjustment helps drive efficiency and boost your email marketing impact.
About MassMailer
MassMailer for Salesforce is a leading native AppExchange app that helps overcome several Salesforce Email limitations.
With MassMailer, users can easily personalize campaigns, manage bounce tracking, and ensure compliance with email best practices. This tool is especially valuable for organizations that enhance outreach, monitor engagement, and streamline email processes in a fully integrated environment.
Book a free trial today if you are also looking to strengthen your email marketing campaigns!
Visit the website to know more.