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570  Points
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Engage Email Activity History

When a Salesforce Engage email is sent, a Salesforce Activity History item can be recorded on the Lead or Contact to note the email was sent.Unfortunately, this Activity History includes the raw text of the email with Pardot Variable Tags in place… Show more

3 comments · 3 years ago

710  Points
Open - Not Planned
Open - Not Planned

Additional ownership criteria and attribute filters for Engage Alerts

Engage Alerts seem like a great idea, but in practice, our users have a lot of trouble honing the signal to noise. Mainly, they need a way to filter for relevant criteria such as: Contact vs. LeadAccount Type/IndustryAccount Status (could be record… Show more

21 comments · 3 years ago

20  Points
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Allow Engagement History component in Community Cloud (Partner portal)

We need to allow using Engagement History component on Partner portal (Community).Our Partners need to see information about communication and activity which are based on Pardot.It is not possible this component shows by standard way, now.This… Show more

0 comments · 6 days ago

10  Points
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Ability to Send Engage Emails from a Campaign Member List View

Our sales users are looking for the ability to send mass emails via Engage from the Campaign Member List View.  The most relevant business case is BDR follow-up from a product webinar.   We are aware this can be done from lead or contact list… Show more

0 comments · 6 days ago

30  Points
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Add attachments to Salesforce Engage emails

Currently when you use the attachment feature in Salesforce Engage, the file will appear as a link in the body of the email. Please release an update that allows attachments to work as regular attachments. Our sales and account management team use… Show more

1 comment · 1 year ago

80  Points
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Customise the Salesforce Engage Alerts criteria based on time and campaigns

At the moment the criteria filters on Salesforce Engage Alerts are pretty restrictive. I read an article that says it shows the past 4 days of activity. There isn't an option to amend this like you can on Salesforce reports. We want to be able to… Show more

0 comments · 1 year ago

790  Points
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Add Send Engage Email Button to Reports

Oftentimes our sales wants to send emails to contacts based on their purchase history, cases they have created, and other contact related data. Contact list view filters, however, do not allow this type of targeting. Being able to send Engage emails… Show more

10 comments · 4 years ago

60  Points
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Add Engage component to Home Page

We are implementing Salesforce Engage and would like to surface the latest data on the Home Page of our Sales users, so they can click straight through rather than go into the Alerts tab.

0 comments · 1 year ago

100  Points
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Allow Lightning for Gmail and Engage Chrome extensions to work together

Currently, our sales users cannot use the Gmail plugins for Lightning for Gmail and Salesforce Engage at the same time. When both are loaded in Chrome, the Engage pop-out window blocks key "send to Salesforce" buttons on the Lightning for… Show more

3 comments · 3 years ago

10  Points
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Engage | More "send from" options

Hello,We recently rolled out Engage to our sales and client service teams. Many of them use assistants. It would be really awesome if you expanded the "send from" options (currently send from self, send from account owner, send from contact… Show more

0 comments · 28 days ago

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