Hello All!
I hope I can get some assistance on here with this question. I’m trying to find a way to alert my CSM’s when they have a new account assigned/transferred to them. Currently we sync all accounts from Salesforce to GS, but there’s no notifications received by the CSMs when this occurs. Is there a way i can build a rule, use the J.O, etc to have this function? Would appreciate anyones help and assistance with this build, thanks :)
You could create a JO program to send an email to CSMs once an account is assigned or transferred.
Alternatively, if you’re creating a CTA for a CSM new to the account the user could be notified via email alert notifications:
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