Features
Pricing
Partner
Blog
Support
More
Terms of Services
Privacy Policy
Karissa
Articles
-
Setting "Field Level-security" to make email opt-out field visible
Changing Field Level Security for Leads' Email Opt Out Click on "Your Name" | Setup | App Setup | Customize | Leads | Fields Click on 'Email Opt Out' and then on the 'Set Field-Level Security' but...
-
Specific Lead(s) or Contact(s) are not being added to a list in Salesforce
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 mor...
-
What is a Salesforce "Person Account" and does our VR integration work with lists created from this type of account?
What is a Person Account? Around early 2008, Salesforce introduced the concept of a "Person Account". It's a new layout for the Accounts object that includes fields typically found with Contacts (m...
-
How Do I Create a List Using a Salesforce Campaign?
If you have access to the Salesforce Campaigns module, then you can create a list using the members of a SF Campaign. Any active campaign in your account will be available to use as a list. If you...
-
My list query is not returning the correct results in Salesforce
Try these options to pull the results you're looking for: Check choice of "All" Leads/Contacts vs. "My" Leads/Contacts Use quotations marks around any field value with a comma For checkbox fields,...
-
What are some examples of Campaign Rules?
Specific examples depend on the data that you have within your uploaded mailing lists and the response types you’re looking to target. A few generic examples are listed below.Example 1 - Using Resp...
-
How To Save and Reuse Salesforce Queries
During the list creation process you'll be given the option to save your query for later use (and to provide a description so you remember what kind of query it is). You can save any of your search...
-
How do I upload a list in VR for AppEx?
Before you begin the upload process, make sure your list is saved in .csv or .txt format. If you're not sure how to save your list in this format, please take a look at our instructions on saving a...
-
Why does my new Salesforce list show a list size of 0?
The Email Opt-out field must be visible in the Page Layouts for both Leads and Contacts. If not, any lists created will have a list size of 0. Additionally, all Leads and Contacts must have an emai...
-
What is the new user named License Manager that was added when I installed VerticalResponse?
When you install a managed packaged like VerticalResponse for AppExchange, Salesforce adds an extra seat within your Salesforce org. The License Manager seat provides an easy way to manage the ...