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chris_mudd
Gainsight Employee ⭐️
chris_mudd
Gainsight Employee ⭐️
July 13, 2016

Co-Pilot Tasks in SFDC

  • July 13, 2016
  • 3 replies
  • 34 views
When the CSMs use Copilot to send emails, Gainsight automatically syncs a task back to SFDC, which is awesome!  I noticed that the Subject of the copilot task in SFDC is always ‘Outreach:’, but I am wondering if there is any other tag or field created that we could use in Salesforce to identify these Copilot outreach tasks created by Gainsight?

      3 replies

      sundar
      sundar
      Expert ⭐️
      July 14, 2016
      Thats a nice idea. Will add it to backlog. 

      How does the tag help?
      alex_legay
      alex_legay
      Helper ⭐️⭐️⭐️
      August 16, 2017
      Had another customer request something like this today. They wanted to be able to customize it a bit instead of starting with Outreach.
        manmeet_dosanjh
        manmeet_dosanjh
        Helper ⭐️
        August 16, 2017
        Our use case here would be that when the Co-Pilot outreaches log in SF as tasks they all contain 'Outreach:' at the start in the subject line, so the same issue as Chris mentioned above.

        This is causing confusion to users in SFDC because we also recently rolled out another program called 'Outreach', which is being used by our Sales teams. So people aren't able to tell quickly if the task was via Gainsight or via this Outreach program. It would be great if we could customize the subject line of the CoPilot outreach that logs in SFDC, instead of saying "Outreach:" we could just have something like "CoPilot:" or "Gainsight Email:".
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