I'm back with another how-to video 🙂 The theme is how to make the most out of your viewer licenses.
In this video we cover:
- How to add the relevant sections to the Account/Opportunity widget
- Placing the widget near the top of the Account/Opportunity layout
- Creating a dedicated Timeline activity type that can sync back to Activity History for the viewer license user, and encouraging @ mentioning the CSM in said activities.
If anyone has any questions or ideas, please add them to the comments!