Question
Is it possible to create CTAs from a CSV upload instead of/as part of the rules engine?
Sometimes we have a list of accounts that we want to create specific CTAs for (as one-time CTAs) and I don't know if there's a good way to do this? The criteria would not be in SFDC or MDA so using logic and rules is out of the question. Is it possible to use a csv upload to generate CTAs?
In case you're wondering about use case, right now the use case is that we're doing a massive overhaul of CSM account assignments and a lot of accounts are going to be transitioned to new CSMs. To prepare for the big change we have playbooks outlining everything that CSMs need to do to prepare and handoff their accounts. We have the list of accounts that will be handed off outside of SFDC, but the only way I can think to generate the CTAs is to create a field, upload our csv to populate that field, use the field in the rules engine to create the CTAs, then delete the field. Am I missing an easier way to do this?
In case you're wondering about use case, right now the use case is that we're doing a massive overhaul of CSM account assignments and a lot of accounts are going to be transitioned to new CSMs. To prepare for the big change we have playbooks outlining everything that CSMs need to do to prepare and handoff their accounts. We have the list of accounts that will be handed off outside of SFDC, but the only way I can think to generate the CTAs is to create a field, upload our csv to populate that field, use the field in the rules engine to create the CTAs, then delete the field. Am I missing an easier way to do this?