AnsweredAssumed Answered

Email to contacts associated with an SFDC partner

Question asked by 47786 on Mar 3, 2014
Latest reply on Mar 5, 2014 by 13157
Hello! We have several referral partners that we track accounts/leads from using the Partners object in Salesforce (as in the related list on the contact record). I'm setting up an email campaign with the idea to send it to all contacts attached to accounts associated with a specific partner. I went through the Salesforce Sync Admin and included Partners in the sync, so I can pull in "Has Partner" as a field filter in my smart list. That being said, I can't figure out why the Account ID I'm inputting into that filter isn't working. I've tried i in the following constraints:
  •           Account From ID
  •           Account To ID
  •           Partner ID
  •           Reverse Partner ID
I did see that the Partner ID options were formatted differently than the ID of the account I was trying to use, and I was unable to access the record those IDs led to (which I shouldn't have been, since I'm a SFDC Admin).

I'm thoroughly confused and need help sending to these partner contacts!

Thanks

Outcomes