Probably someone has already tried this, any help is appreciated :)
Basicaly we want to send EBR invitations with Copilot customized with a URL to the CSM Agenda (i.e. Youcanbook.me or similar).
What I've already done:
Step 1.1 - Created a new field called "Agenda URL" in SFDC User object.
Step 1.2 - Created a new field called "Agenda URL CSM" in SFDC Customer Info object.
Step 2 - CSMs will manually update the agenda url User field inside Salesforce.
Step 3 - I want to pull this field into Customer Info object.
PROBLEM:
Using rules engine I can't match User IDs, only Account IDs. I would need to match User IDs in order to mass update all Customers with the Agenda URL of its respective CSM.
Has anyone already accomplished something similar?
Thanks!
Bruno
Best answer by seth
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