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How to Create a CoPilot Email from a Closed Playbook Task:

  • Navigate to workbench.developerforce.com and “Login with Salesforce”
  • Workbench will need to be enabled for the specific user
  • Click Queries → SOQL Query [list=1]
  • Query will be “SELECT Id, JBCXM__TaskJson__c FROM JBCXM__PlaybookTasks__c”
  • Note: Playbook Tasks object consists of every playbook task record that is created in Gainsight. The ID for a given task is what will be keyed off of to know if the required task was closed so the copilot email can then be fired off.
[/list] https://lh4.googleusercontent.com/C1cO82-wFzx0JdlL3nvysKE8Dk5p7jN24KnLPUZjdOqcM59rgHlhybJCaHZNDJyov4t22syWNpBmXM3bH7LfsBBzNYaR0QlD0gq7w1TSiKOYT08hxuMRl4SCv0JiGTQicCUA5G3R
    [list=1]
  • You can then Command+F in the JBCXM__TaskJSON__c column to find the exact record of the playbook task you want to base the copilot email off of.  
  • Once that exact record is found, copy the Id field, this is what we will put in the copilot criteria.
Navigate to Cockpit → Copilot → create new Power List


  • Source Object will be CSTask and criteria is:

    1. CSTask:ID = ‘ Insert Queried ID from Above’ - It will be unique to each environment and task.
    2. CSTask:ClosedDate = Subtract Days from Rule Date (1) - this looks at yesterday to see if any Task with the above ID was closed.  
    [/list]
    https://lh5.googleusercontent.com/uycAeMR4TVgcAMgzOSVOXb2r4xBz82ODDdt0XurUumlK2SoEoYPK4esKn0FKA_-p_XpaV4YL1OJRjYq4DnI2jiX2lh_JZ8qJp7mpi0JKLsr9P0foT1SdTdaHxguM1DIdNhOhrpuW

    1. You can then add any other contact or customer level filter criteria to obtain the appropriate list of people to send this email out to.
    **Note - this will be sent out anytime the criteria is met. Meaning if multiple tasks of this kind are closed for any account the criteria will be met each time.  Ideally it is part of the customer lifecycle process where the task only happens once for each customer.  If not, in the outreach setup, you are able to limit the contact to receive the given outreach once every 30, 60, or 90 days - or once per lifetime.

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