Chun Vuong

Please add the button to manually re-sync/re-fetch all the personalization existed on marketing email so that end-users can click this button before sending out the email. Making sure all the data is fetched to avoid any mistake when communicating with customers.

Based on the record type, with case, we can target a text field that will get append automatically into the KA search box. However, the success rate is about 60% to 70% when creating the case for the first time (after closing the case and accessing it again, the function works properly).

For my customer, it's confusing for their business users as in the morning, there will be a dedicated person who creates and routes the case to the queue. Missing this bit in the search box requires they to manually insert the text into that box, increasing the workload.

In the future, please consider enhancing this logic.