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Add more fields to default owner

  • April 20, 2017
  • 1 reply
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ky_powell
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  • ky_powell
  • Contributor ⭐️⭐️⭐️⭐️⭐️
I am trying to set the default owner to Account Manager in my survey CTA but it is not an option. Is there a way I can add in an additional field from SFDC so I can make the owner of the CTA the Account Manager?

Best answer by sai_ram

Hi,

We display only User lookup fields here and we only display fields from Account and CustomerInfo objects.
If the field(Account Manager)is a user lookup field then we display them in survey rule page.

Thanks,
-SaiRam
ky_powell
liam_nicholls

1 reply

sai_ram
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  • sai_ram
  • Expert ⭐️⭐️
  • Answer
  • April 21, 2017
Hi,

We display only User lookup fields here and we only display fields from Account and CustomerInfo objects.
If the field(Account Manager)is a user lookup field then we display them in survey rule page.

Thanks,
-SaiRam
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