Solved

Salesforce templates in copilot


I have a customer who is interested in importing a SF template into CoPilot. Is it on our roadmap to be able to do so? 
icon

Best answer by lila_meyer 2 June 2016, 19:51

View original

3 replies

Userlevel 7
Badge +4
Sundar will know whether this is planned or not. As a workaround, I was going to say that the user can copy and paste content into a CoPilot email template. But our support article says, "if you copy and paste text from another source, the formatting will be removed." Sundar, can you also confirm this is accurate/current?
This is not a priority at this point. I believe we now have HTML edit so should be more streamlined and should review the doc. 
Userlevel 7
Badge +4
This is the article: https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Admin_Configuration/...

Reply