Using Pardot as a standalone tool without much integration with Salesforce.
I want to make a List of Prospects who have never been emailed.
The closest option I could find is Dynamic List > Prospect has been emailed
But this does the exact opposite of what I would like it to do making lists with "Emailed count" of 0 or above.
And there seems to be no way I could be providing a negative logic with this (so that I could subtract a list of 0 or above from the Master Prospects list)
Any ideas that might help me around this?
Yes, there is a limit on number of times a file can be shared. You can share a file upto 100 times with people, groups, and via links. Please refer to below link for additional details.
How are you doing assignments for Account records ? Did you create something custom in Process Builder ?
...or are you using an assignment rule for Leads (or Cases) and you're concerned that may be part of the problem ?
If you were receiving owner transfer notification emails before implementing an assignment rule somewhere, then you would want to troubleshoot that part of your process.
If everything else is working minute rice perfect, and you just can't seem to get an email notification to go to the new Account record owner, and you have confirmed that there aren't any email deliverability issues, then I would just create a workflow rule to send an Email Alert when a new owner is assigned using the criteria ISCHANGED(OwnerId)
All documentation says you have to make sure Enhanced Email is enabled (it is), and that enable the feature from the Lightning for Gmail setup page - but I can't find that option anywhere. Is this something that we need salesforce to activate first?
We are looking to provide more complete undo functionality in a future roadmap.
Any ideas on why I wouldn't be able to create a new contact using the add-in?
I followed the resolution steps on that page and it fixed the issue for me so give it a shot.
Using email snapshots, we can check if an inbound email is entering Salesforce or not. If you're using this to help with the impact of the TLS1.0 disablement process on inbound emails, you would need to first determine which mechanisms do you have in your Org which receive inbound emails. Some common examples are -- email-to-case, email services, email-to-salesforce etc.
For example, if you want to test for your email-to-case address, then enter the email to case service address (the long email address) in the "To" field in email snapshots. Then send an email to this address and request for a snapshot. Please find a list of all inbound processes which could be impacted in the following article:
Please do circle back if you have any other queries. Thanks!
You can shuffle sections around, using the App Builder from the Lightning for Outlook settings page.
Displaying a list of custom object records is not currently possible, but you can manually search for such records using the search box.
We are working on a way to make a Lightning Component available in the App Builder to match email addresses to custom objects: this is a roadmap item subject to forward looking statements.
I am just looking into the Lightning for Outlook functionality as part of the Summer '16 release. I have got this to work in Outlook and can view records (Cases, Accounts, Contacts) in the sidebar, but there is no option to save emails via this. I can see in the release notes that there should be a plus icon to add emails, but the following is what I see:
Can anyone let me know why this is not giving me the option to add email? I have the add email option selected in settings for the side bar.
Formula Field Label: Date for Email Template
Formula Field Return Type: TEXT
TEXT(MONTH(TODAY())) + TEXT(DAY(TODAY())) + TEXT(YEAR(TODAY()))