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70  Points
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Create filters for regions in Europe for Engage Alerts

1. When editing a column in Engage Alerts, I find the options for specifying the Geographic Criteria absolutely lacking. As European countries are typically way smaller than the US or Canada it would be good idea if it was possible to select regions… Show more

0 comments · 1 year ago

10  Points
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Idea has been posted. Give it an upvote or downvote.

Customizeable Engage Signature

We have setup a Salesforce and Pardot email signatures. However, when trying to send an Engage email without a template a third signature is pulled as adefault wi=hich is neither of these. After opening a support case it seems this is a hard-coded… Show more

0 comments · 16 days ago

610  Points
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Idea has been posted. Give it an upvote or downvote.

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

8 comments · 3 years ago

10  Points
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Idea has been posted. Give it an upvote or downvote.

Allow reps to forward an Engage email showing the initial sent date/time

Reps that send an engage email often are asked to re-send it by a prospect -- reps would like to be able to forward the original email they sent, rather than send a new one, in cases where someone says they didn't receive it the first time.  Is… Show more

0 comments · 21 days ago

30  Points
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Idea has been posted. Give it an upvote or downvote.

Approval Process for Salesforce Engage emails sent by Reps

It would be great if you could set up an Approval Process for emails sent through salesforce engage in salesforce by the reps so if they send x or more at a time, i.e. send an email to 10 or more people at a time, it would be sent internally to an… Show more

1 comment · 5 months ago

10  Points
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Idea has been posted. Give it an upvote or downvote.

Log activity on both Opp and Contact if 'Send Engage Email' button is on Opp

We track activity at the opportunity level and have the 'Send Engage Email' button on the opportunity page.  Currently, the email task/activity for sending that email is only logged on the contact record and which creates extra steps for reps… Show more

0 comments · 22 days ago

10  Points
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Idea has been posted. Give it an upvote or downvote.

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

0 comments · 24 days ago

70  Points
Open
Idea has been posted. Give it an upvote or downvote.

Make Pardot's Dynamic Lists CRM Visible

We would like to allow our sales team to access certain dynamic lists in Pardot via Salesforce Engage to allow monthly reminder emails to go out to the predefined lists that are always up-to-date.

1 comment · 1 year ago

80  Points
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Idea has been posted. Give it an upvote or downvote.

Allow Libraries files to be attached in Engage emails

The new attachment feature is a game changer for using Engage, however I was surprised that there is not an option to attach files from Libraries. Our company uses the Libraries to store all our marketing materials and it just seems like an easy win… Show more

1 comment · 1 year ago

460  Points
In Pilot/Beta
Idea is being tested as a pilot or beta feature.

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

12 comments · 2 years ago

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