2 Replies Latest reply on Jun 7, 2016 7:49 AM by Katie DenHollander

    Can users adjust who Sales Insight emails come from

    Katie DenHollander

      Is there a way for Users in Salesforce to adjust who the Sales Insight email comes from? Our employees work in teams, and would benefit from Admin Assistants being able to send Sales Insight emails for another user, or it would be great if we could set all Sales Insight emails to come from the Lead Owner.


      We set up all of our Sales Insight emails with Lead Owner as the "from" email, but when they get added to Sales Insight, it ignores that rule and sends from the specific user who presses send. There is this drop-down in the admin section which seems like it would give us the option to specify who the "From" name is on Sales Insight emails, but the drop-down only has one option and we can't figure out how that drop-down gets populated:

       

      Admin > Sales Insight > Edit Settings:

      SI Settings.png

        • Re: Can users adjust who Sales Insight emails come from
          Grégoire Michel

          Hi Katie,

           

          This is not feasible. Worth an idea, I think.

           

          -Greg

          • Re: Can users adjust who Sales Insight emails come from
            Katie DenHollander

            After extensive back and forth with support, I found out that there is a way to change the from email address for Sales Insight emails, and all you have to do is add an "email" field to the User record in Salesforce, then update the settings as indicated above to select the other email field on the User record.

             

            Users could update the secondary email to whatever they would like, however, the From Name that populates on an email is still pulling the first and last name of the User, and Marketo doesn't have a work around for that. In our case, where we would like to enable admin assistants to send out Sales Insight emails on behalf of the salespeople they support, this would not work because they could change the actual email address, but their own first and last name would still pull into the email.