Not Planned

Internal Attendees on Timeline Activity for Non-Salesforce Users

  • 6 February 2018
  • 4 replies
  • 54 views
Votes
phil_kowalski
Userlevel 3
From what I can tell, it doesn't seem like you can include anyone on the Internal Attendee's section when logging a call in Timeline (please correct me if I'm wrong here). It would be nice to be able to do so for cases when someone without a SFDC account (e.g. a Product Manager, Engineer, etc) is on a call with a customer.

4 replies

chris_h
Badge

We have the same issue: We have some internals who are not using SFDC at all but still, we would like to add them as internals.

dan_ahrens
Rank
Userlevel 7
Badge +1
Hi Phil,

You are correct, the Internal Attendee field references SFDC users. The External Attendee field references SFDC contacts. 
CS Ops and Digital Scale @ Atlassian
N
Yeah, I'd love to see this work off of the Users object, allowing entries marked as Internal to be referenced there.
M

Any updates on this feature to be able to add free text for attendees. Same issue as above.

Reply


Terms & ConditionsCookie settings