Email assist parent/child account contact association
None
I have a customer that uses a child/parent relationships and CTA's could open for either or, but the contact from either side does not pull into the CTA when fired.
For instance
I have Parent A and Child B
The contact I need lives on Parent A but the Child B is where the CTA fired for. They would like to be able to see the contact from Parent A on the Child B CTA as they are related.
For instance
I have Parent A and Child B
The contact I need lives on Parent A but the Child B is where the CTA fired for. They would like to be able to see the contact from Parent A on the Child B CTA as they are related.
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Is your customer using Related Contacts?
We use it - but it doesn't work with Email Assist because EA is hard-coded to use the Contact object only.
We DESPERATELY need Gainsight to revamp EA to leverage the Related Contacts. It's core to our entire contact management strategy and we cannot use EA (or associate contacts to Timeline) in its current state. Vote this way up!
Jeff, we are also using Related Contacts so you are not the only one 🙂. It hasnt been fully adopted by all of our salesforce users but the CSMs who have larger account hierarchies use it. If there was the ability to pull contacts into Email Assist and Timeline activities via related contacts that would be a game changer for many of our CSMs.
I’m not sure this is the same vein, but we also use a parent/child setup and are having issues with including a contact from a child account into an activity with a parent. It seems External Attendees are only available with whatever account you are adding the activity to.