Edit the "From" email in an Email Task?
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It is my understanding that when we have an email task in a playbook, the email is sent using the email address of the logged in user that sends the email.
That being said, is there any plan for us to have the ability to edit the "From" email in an email task?
The idea here is that a user may want to send off the email but may not necessarily want it to look like it is coming from their address that is tied to Salesforce.
That being said, is there any plan for us to have the ability to edit the "From" email in an email task?
The idea here is that a user may want to send off the email but may not necessarily want it to look like it is coming from their address that is tied to Salesforce.
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Email Assist should be restricted to coming from CSM (or logged in user) communications. If an email needs to be sent from a generic account, for example customerssuccess@company.com, this is an opportunity for the marketing team to create a standard template/outreach that can be triggered by the closure status of a task in a CTA. That would give CSM control over whether or not the email gets triggered.