Ideas - Salesforce Trailblazer Community
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30  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 · 4 days ago

360  Points
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Send Engage Email from SF1

Need the ability to send Engage emails from SF1. 

4 comments · 3 years ago

660  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 · 3 years ago

110  Points
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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

3 comments · 1 year ago

90  Points
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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 · 2 years ago

50  Points
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Engage email sends get associated to campaign

We are using connected campaigns and think it would be entirely beneficial to have functionality added so that when an Engage email is sent, the prospect is automatically put in the campaign that is associated with the Engage template. This would… Show more

0 comments · 4 months ago

500  Points
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allow tracking when sending (CCing and BCCing) in Engage

For Engage users: Pardot Engage does not allow tracking AT ALL when sending to multiple e-mails. It gives you an error. I would want Engage to allow and tracking one e-mail in the 'To' field. And then allow additional emails (and not… Show more

2 comments · 4 years ago

80  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 · 2 years ago

20  Points
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Salesforce Files Connect with Engage Emails

It would be neat to have the ability to access Salesforce Files Connect (Sharepoint) files when attaching to Engage emails. Use Case: Our Sales Team uses Engage emails that our Marketing Team has built, but would love to have the opportunity to use… Show more

0 comments · 5 months ago

30  Points
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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 · 6 months ago

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