Custom Search Parameter

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  • Question
  • Updated 3 months ago
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.
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Puna

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Posted 5 months ago

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Rajesh Gande, Official Rep

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Hi Puna,

Thanks for the post. Currently, it is not possible to search for any identifier other than the Account name. Providing this flexibility would be a non-trivial enhancement in Sally.

We will add this item to our long-term roadmap and continue to evaluate if there is a broader interest and prioritize accordingly. 

Thanks,
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Puna

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Appreciate the insight Rajesh.  Fingers crossed this will gain some traction.
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shiela kern

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Hi, I was going to post to same product request. With Sally Slack mean't to be on the go it can be difficult for a CSM to remember the exact name to enter in a small device such as a phone, most of our CSMs are more familiar with the ID number associated with the account. I think this would be a great request for consideration for future enhancement!