1. Verticalresponse
  2. Vertical Response Classic (VRC)
  3. Salesforce
  4. List Creation

Specific Lead(s) or Contact(s) are not being added to a list in Salesforce

Avatar
Karissa
January 12, 2021 11:28
Follow
Is the the Lead/Contact Owner "active"? You can check this by going to Setup | Administration/Manage Users | Users. 
 - Is it a valid email? .co instead of .com, etc?
 - Is there more than one email address attached to the contact?
 - Is the Do Not Email box checked?
 - Do you have CRUD (create, read, update, delete) access to the Leads/Contacts? 
 
 
In Salesforce go to

Setup |  Personal Information | My Personal Information

Here look at (for Enterprise and Unlimited editions) and click on the link for your Profile. This will take you to the Profile settings. Scroll to the very bottom of this page and look at your "Custom Object Permissions". You should see that both "VR Email History Contact" and VR Email History Lead" have Read, Create, Edit and Delete permission enabled.

If not, the user will only be able to create a list for leads/contacts they own. The Salesforce Admin will need to change these settings for your Profile. If using Professional Edition, Profiles cannot be changed, a "standard user" can only work with leads/contacts they own. Other profiles may have this same restriction; an admin will always have access to all leads/contacts.
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.

Articles in this section

  • No Leads and/or Contacts are being transfered to VerticalResponse from Salesforce.com
  • Why don't I see a certain field as an option when creating a list of my Leads or Contacts?
  • Can I create a list based on Opportunities or other objects in Salesforce?
  • How do I create a Web-to-Lead Form in Salesforce?
  • Can I create a list using Salesforce Campaign Member data?
  • Can I capture Salesforce leads from multiple web pages with a Web-to-Lead form?
  • Can I attend a VR for AppEx product demonstration?
  • Why is my mailing list in VerticalResponse smaller than the Saleforce list I started with?
  • Can I create a new list in Salesforce.com from an external file?
  • Add "VR Email History" to page layout in Salesforce.com
See more
Powered by Zendesk