Karissa
Articles
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How do I debounce an individual list member in Salesforce?
Follow these steps to change an individual list member from bounced to mailable. Log into your Salesforce account Click the VR Email tab Click View All Lists link Click on the All Members tab Ente...
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What version of Salesforce.com am I using?
To determine what version of Salesforce you are using: Go to Setup > Company Profile. Here you will see your edition in the grey title bar. You can also just hover over the browser tab Salesforce ...
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Where are the VR Email History objects in Salesforce?
After installing VerticalResponse for AppExchange, your Salesforce Administrator will need to add the VR Email History objects to the Page Layouts for both Leads and Contacts. To do so, follow thes...
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Why can’t I see my Salesforce templates when I click on Refresh Templates?
Salesforce templates must be filed under a public folder and accessible to all users to show as an option when creating a VerticalResponse email. Verify the following. Login to Salesforce Go to S...
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I'm not seeing any Salesforce templates available for use.
To make the template available for use, follow these steps: Go to "Setup | Email | My Templates" and select the template. Templates must be saved in a public folder; any folder other than My Pers...
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VR Tabs are missing in Salesforce instance
Make sure the Tabs are installed. Go to "Setup | App Setup | Create | Tabs" You should see VR Email, VR Postcard and VR Statistics (an aside.. if you see duplicate tabs this means they have VR 2.0...
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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...
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How do I upload images for use in my email using VerticalResponse for AppExchange?
You can upload up to 25 MB worth of images to use in emails sent from your VerticalResponse for AppExchange account. To upload images: Go to the VR Email tab in Salesforce Click the Media Library ...
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How To View Salesforce Lead and Contact Email History
The VR Email History Object allows you to view the email history for your leads and contacts from directly within their individual records. VR Email History allows you to see: The name of every em...
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How do I uninstall duplicate versions of VerticalResponse for AppExchange?
If you see VerticalResponse twice in the AppExchange drop down menu or if you see duplicate VR tabs you may have two versions of VR for AppExchange installed. To verify please check the following: ...