Today Sally searches the account name but if a company is located at different geo locations it would still have the same name and hence difficult to use Sally.
We could search using customer identifier or if that is the parent acc
Also the above ideas would differ from company to company and hence having this a part of config would be highly desirable
Ability to search account other identifier in Sally
None
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Thanks for the post. There is customer search configuration in Gainsight (Administration -> Customers -> Customer Search Settings) that is being used for Global search of a Customer. Would it work for you if Sally expands its search capability based on this configuration?
Using Sally I should be able to search account assigned to a CSM
For eg: ABC relationships for XYZ CSM
Since its a new enhancement request, changing this to an Idea post.
Is it possible to have Sally's "Summary for ...." search be based on something other than Account Name? We use an internal ID to reference clients and although there are some that match company name, most don't.
I know this internal ID is housed under the Account object in our SFDC instance so I'm hoping we can simply point to it versus Account Name.