If you’re familiar with the way VerticalResponse for AppExchange accounts work, then you know that each user in your Salesforce Organization with access to VerticalResponse is using their own individual account.
This means that lists, emails and data that live in one user’s account will not show up in an account belonging to another user.
There are various reasons why our accounts work this way - due to the way things are set up both within VerticalResponse and Salesforce - but ultimately this arrangement works well for some customers and causes at least occasional frustration for others.
No matter which of these two camps you’re in, you may be happy to know there are easy workarounds that allow some sharing between different users. So, what can be shared?
Share Credits by Linking Accounts
Paying
for email within VerticalResponse is based on a credit system in which one credit is equal to one sent email message. These credits can be purchased in bulk and used over time as they do not expire for a year. And if you do buy in bulk, the more you buy, the cheaper your cost per credit becomes.
By default every account keeps its own pool of credits. Which means if there are multiple users in your org sending out email, that each of their accounts require separate purchases. Considering credits get cheaper when you buy more of them, this could lead to some VR for AppExchange customers missing out on a lower rate for their purchases.
The good news is that the credit pools for individual accounts can be linked together to share a single group of credits. Then, whenever a connected account makes a purchase, all the credits from that purchase become part of the larger, connected credit pool. So if you have multiple VR users in your Salesforce Org, you could designate one account as the credit purchasing account (to ensure the highest discount on credits) - and then ALL accounts will get immediate access to purchased credits.
To set up credit sharing within your own Salesforce Organization, contact appexchange@verticalresponse.com and let them know the usernames for the accounts you’d like to connect together. Note that each account’s VerticalResponse user name can be found by going to VR Email > Account Information > Log In Information > Email Address.
Share Email Templates via Salesforce Templates:
Though the emails created within an individual account
cannot be directly shared, you can work around this by using Salesforce’s own Template tool. This tool can be found under Setup > Personal Setup > Email > My Templates. While templates are saved here for use in Salesforce, they can also be accessed by VerticalResponse to use in our system.
Our new email editors make it a snap to import any of these Salesforce templates and start using them immediately, so this is a great way to share emails and templates with other people in your Org.
Check out this other great article about making templates work for you - enjoy!
This means that lists, emails and data that live in one user’s account will not show up in an account belonging to another user.
There are various reasons why our accounts work this way - due to the way things are set up both within VerticalResponse and Salesforce - but ultimately this arrangement works well for some customers and causes at least occasional frustration for others.
No matter which of these two camps you’re in, you may be happy to know there are easy workarounds that allow some sharing between different users. So, what can be shared?
Share Credits by Linking Accounts
Paying
By default every account keeps its own pool of credits. Which means if there are multiple users in your org sending out email, that each of their accounts require separate purchases. Considering credits get cheaper when you buy more of them, this could lead to some VR for AppExchange customers missing out on a lower rate for their purchases.
The good news is that the credit pools for individual accounts can be linked together to share a single group of credits. Then, whenever a connected account makes a purchase, all the credits from that purchase become part of the larger, connected credit pool. So if you have multiple VR users in your Salesforce Org, you could designate one account as the credit purchasing account (to ensure the highest discount on credits) - and then ALL accounts will get immediate access to purchased credits.
To set up credit sharing within your own Salesforce Organization, contact appexchange@verticalresponse.com and let them know the usernames for the accounts you’d like to connect together. Note that each account’s VerticalResponse user name can be found by going to VR Email > Account Information > Log In Information > Email Address.
Share Email Templates via Salesforce Templates:
Though the emails created within an individual account
Our new email editors make it a snap to import any of these Salesforce templates and start using them immediately, so this is a great way to share emails and templates with other people in your Org.
Check out this other great article about making templates work for you - enjoy!
Didn't know that the credit pools for individual accounts can be linked together to share a single group of credits.I liked your blog it’s very interesting, your information had helped me very much, Please keep on posting the related information regarding this Article.
Posted by: Scoremore | December 13, 2010 at 06:40 AM