Solved
Salesforce templates in copilot
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?
Best answer by lila_meyer
+5Sundar 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?
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.
+5Lila Krutel, Dir. Global Education Services
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.