Salesforce Implementation Project Contact Strategies
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Hello!
I have been discussing the available options for adding additional contact lookup fields within an Implementation Project with our Salesforce team. However, in doing so, I'm wondering if there
is a way in Gainsight to pull contacts from more than just 1 field.
For example, in my attached screenshot, you are able to
select the specific contact field you are looking to pull from, but is
there a way to add additional drop-down menus to say "Contact 1 and
Contact 2 and Contact 3", if that makes sense? So that we can pull
multiple contact lookups and send to more than just one contact per
project?
Let me know if I can help clarify any of the above!
Thanks,
Melissa
I have been discussing the available options for adding additional contact lookup fields within an Implementation Project with our Salesforce team. However, in doing so, I'm wondering if there
is a way in Gainsight to pull contacts from more than just 1 field.
For example, in my attached screenshot, you are able to
select the specific contact field you are looking to pull from, but is
there a way to add additional drop-down menus to say "Contact 1 and
Contact 2 and Contact 3", if that makes sense? So that we can pull
multiple contact lookups and send to more than just one contact per
project?
Let me know if I can help clarify any of the above!
Thanks,
Melissa
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No, we don't have anything as such right now. Could you please elaborate the use case of having more than one lookup field to the Contact object?. aren't we getting all the Contacts from single lookup?
Thanks in advance,
Tejesh.
Let me know if this helps.
Thanks!