3 Replies Latest reply on Oct 28, 2013 5:48 AM by Amber Hobson

    A way to see email with merge fields within SFDC

    Amber Hobson
      Hello! We recently sent out our customer appreciation campaign which included a lot of merge fields showing various items (credit amoutns, eligible products, etc) that were very customized per contact record in Salesforce. I have had a lot of the reps ask for copies of an email for a particular contact so that they can see everything that was merged in and can send the email out to the contact as a follow up.

      Is there any way to allow them to get at this themselves? We have Sales Insight. I tried looking in there, but when I click on the email to do a preview, it doesn't contain the merge fields. I'm wasting a lot of time going into Marketo and sending myself a sample for a particular contact each day!