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elizabeth
Contributor ⭐️⭐️⭐️
June 2, 2016
Solved

Salesforce templates in copilot

  • June 2, 2016
  • 3 replies
  • 16 views
I have a customer who is interested in importing a SF template into CoPilot. Is it on our roadmap to be able to do so? 

    3 replies

    lila_meyer
    Gainsight Employee ⭐️⭐️⭐️
    June 2, 2016
    Sundar will know whether this is planned or not. As a workaround, I was going to say that the user can copy and paste content into a CoPilot email template. But our support article says, "if you copy and paste text from another source, the formatting will be removed." Sundar, can you also confirm this is accurate/current?
    Lila Krutel, Dir. Global Education Services
    gaurav_kotak
    Expert ⭐️
    June 2, 2016
    This is not a priority at this point. I believe we now have HTML edit so should be more streamlined and should review the doc. 
    lila_meyer
    Gainsight Employee ⭐️⭐️⭐️
    June 2, 2016