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puna
puna
Helper ⭐️
March 1, 2018
Question

Custom Search Parameter

  • March 1, 2018
  • 3 replies
  • 76 views
Is it possible to have Sally's "Summary for ...." search be based on something other than Account Name?  We use an internal ID to reference clients and although there are some that match company name, most don't.  

I know this internal ID is housed under the Account object in our SFDC instance so I'm hoping we can simply point to it versus Account Name.

      3 replies

      rajesh_gande
      rajesh_gande
      Helper ⭐️
      March 2, 2018
      Hi Puna,

      Thanks for the post. Currently, it is not possible to search for any identifier other than the Account name. Providing this flexibility would be a non-trivial enhancement in Sally.

      We will add this item to our long-term roadmap and continue to evaluate if there is a broader interest and prioritize accordingly. 

      Thanks,
        puna
        punaAuthor
        Helper ⭐️
        March 2, 2018
        Appreciate the insight Rajesh.  Fingers crossed this will gain some traction.
        shiela_kern
        shiela_kern
        Contributor ⭐️⭐️⭐️⭐️
        April 23, 2018
        Hi, I was going to post to same product request. With Sally Slack mean't to be on the go it can be difficult for a CSM to remember the exact name to enter in a small device such as a phone, most of our CSMs are more familiar with the ID number associated with the account. I think this would be a great request for consideration for future enhancement!
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