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michelle_flink
michelle_flink
Contributor ⭐️⭐️⭐️
March 3, 2016
Solved

Sending internal communications/ reports via coPilot

  • March 3, 2016
  • 21 replies
  • 289 views
Customer would like to leverage coPilot to send INTERNAL emails to the organization that highlights their entire customer base's usage and other non-customer specific reports. Is this possible to do?  
    Best answer by sundar
    With the upcoming August release, you will be able to create an aggregated report and send it to users. For this the powerlist should be Salesforce -> AnyObject -> CSM where CSM is a SFDC user field. 

    You would be able to add a user ID field to that report and have that tokenized for each recipient so that each CSM would receive the reports on the accounts they handle. 
    Stay tuned to the release notes for more info on this.

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    gaurav_kotak
    gaurav_kotak
    Expert ⭐️
    January 24, 2017
    Hi Elizabeth. It should work, if in the data space definition the base object is Customer Info not Account. Or if the data space has another base object (like e.g. cases), then the it should only that look up to customerinfo and not account. 

    If this isn't clear or you have more questions, please send your data space definition to my email at gkotak@gainsight.com. thx
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