Create outreaches based off timeline activity
None
I don't believe this functionality is available, yet, but someone correct me if I am wrong. I would like to be able to set up an outreach where the powerlist is derived from logged timeline activities.
Example: CSM logs a Training activity type. I would like to be able to create a powerlist that selects all the external contacts from every Training activity logged in the last 24 hours and send them a survey.
Example: CSM logs a Training activity type. I would like to be able to create a powerlist that selects all the external contacts from every Training activity logged in the last 24 hours and send them a survey.
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I think we can probably get what we want by jumping through a bunch of hoops and lookups to salesforce and back, but it'd be a lot cleaner if we could just trigger the survey from the Gainsight activity.
As far as triggering from an External Contact from a Timeline activity - that's not possible *yet*. 🙂
Is this actually implemented? I see External Attendees as a string in JO not a lookup to person(s).
Never mind I see there is another object for it! COOL