Our CSM's and CSA's update the Call To Action (Objectives) within the Success Plan and want to share these updates with the customer. However, the the text does not always look legible so the ability to update text would help.
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I agree this would help a lot. The options available like community has would be perfect
Hi Amanda,
Thanks for sharing this. Is this in the success criteria section of the objective CTA? (Or for comments in CTA?)
Regards
Thanks for sharing this. Is this in the success criteria section of the objective CTA? (Or for comments in CTA?)
Regards
Hi Aditya, would be nice to have both sections availble for formatting
AND in Playbooks!!!
Doesn't preserve formatting when cut/paste from Microsoft products.
Doesn't preserve formatting when cut/paste from Microsoft products.
Agree, I think anywhere the user has the ability to enter data, there should be the ability to format!!!
Hi Amanda, In NXT we are supporting text formatting in Cockpit comments and Palybooks as well.
Are there plans to include this in Salesforce edition?
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