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30  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 · 1 year ago

160  Points
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Ability to send Engage Emails from Salesforce Campaign Records

We would like to see the Send Engage Email action on Salesforce Campaign record views.   Currently users must create 2 listviews - Contact and Leads.  But first they must switch to Classic since the list view Campaign filter is not available in… Show more

3 comments · 1 year ago

460  Points
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Edit default Salesforce Engage email template

I would like to have the ability to edit the default email template in Engage. In particular to use variable tags for the signature and maybe the first name salutation, just like one would with an Outlook email with signature.  I have created… Show more

4 comments · 1 year ago

380  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 · 1 year ago

500  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

5 comments · 2 years ago

920  Points
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Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Create Folders for Email Templates in Salesforce Engage

In Salesforce Engage, it would be awesome to have a folder structure in place for the email templates. Where you can organize the email templates based on a certain theme or division of business.

16 comments · 2 years ago

10  Points
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Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Sals Engage - Ability to Amend Alerts 4 day activity cut off

Currently Sales Engage alerts only show for any activities in the last 4 days. This setting is "hard wired" at the moment and not editable. Is it possible to allow this setting to amended by admins? For example if membes of our sales… Show more

0 comments · 10 days ago

100  Points
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Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Add Send Engage Email button to Opportunity Records

For our business, we have multiple contacts associated to an opportunity. It would be great to be able to easily send a Pardot Engage email to all contacts associated with that opportunity. Right now, since we can't send to an oppty list view, we… Show more

0 comments · 8 months ago

200  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Salesforce Engage: Send from Specific User

The new Salesforce Engage features to send on behalf of the Account or Contact Owner is quite nice. This is an idea to add a third option: Specific User.  The GUI would allow the Salesforce Engage user to select a specific user in the system to send… Show more

0 comments · 7 months ago

40  Points
ポイントのしきい値未満
ポイントのしきい値未満

Please implement to be able to overwrite values by "null","space" and "0".

When some fields of Lead and Contact in Salesforce are synced to fields of Prospect in Pardot, it happens that the field of Salesforce having the value of "null", "halfwidth space", "fullwidth space" and "0"… Show more

1 comment · 5 months ago

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