Is it on the roadmap to enhance notifications at all?
Two things that came up when working with a customer
1. Be able to configure at a user level when real time notifications are delivered. In their case, they did not want notifications to be sent to them overnight.
2. Real time notifications clutter Salesforce scheduled jobs. I understand this may not be possible unless notifications are moved out of SF.
More notification preferences
+7
Also, is it possible for two or more CSMs working on the same account to receive email notifications for CTAs? Currently, the main CSM or "Account Lead" can only receive email notifications. Is it possible to receive email notifications for tasks that are assigned to a CSM?
+5If the individual has selected "A Task is assigned to me" in their email notifications, they will get an email when a task gets assigned to them.
How do those two CSMs work with the account? Do you have separate fields on the Customer or Account object that are identifying them each?
The easiest way to probably get notifications if is you have the CSMs "follow" the customer in Gainsight and check the "Call to Action Created" and/or "Status Updated" boxes in Email Notifications.
How do those two CSMs work with the account? Do you have separate fields on the Customer or Account object that are identifying them each?
The easiest way to probably get notifications if is you have the CSMs "follow" the customer in Gainsight and check the "Call to Action Created" and/or "Status Updated" boxes in Email Notifications.
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