Show link to Salesforce Report used to create an Emma Group on the Emma Group record in Salesforce

  • 3
  • Idea
  • Updated 4 years ago
  • Not Planned
Currently, the Emma Group record, after creation in Salesforce, has no indication of which report was used to create the Emma group in the first place. I propose that a simple url filed be added to the Emma group to indicate the report that was used to create the group.

Presently, the suggestion provided in support documentation I have read is to work to keep the naming conventions of the reports and the groups the same. Ideal for small organizations, tough to ensure with larger and more distributed use of email marketing systems.
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  • 5 Posts
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Posted 5 years ago

  • 3
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Katie Lewis, Official Rep

  • 3414 Posts
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Good morning! I'm checking in with our Integrations Team and will let you know what I find out. :)
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Katie Lewis, Official Rep

  • 3414 Posts
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Hello again! This idea isn't one that's been discussed yet, so we've added it to our list of potential Salesforce integration improvements.

I'm marking this as Not Planned for now, since we aren't currently working on it, and I'll update this when the status changes. Thanks so much for sharing your idea!
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Clean Energy Collective

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Any update on this?  Is this part of the long awaited upgraded SF integration?
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Matt T., Official Rep

  • 75 Posts
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This is not a part of the long awaited upgrade, but it is definitely a good idea and something we'd like to add once the upgraded version of the integration is out and working properly. At that point, I hope to be able to make some small but impactful changes like this one to create a better experience for all of our customers.