Setting Sender Email as someone not linked to record.

  • 3 November 2023
  • 2 replies

When sending a survey,  we want the survey to come from the EVP of Sales.  He is not the CSM, Owner or any record tied to the account.  How do we set him as the sender if he is not linked anywhere on the record in Salesforce?


Best answer by heather_hansen 3 November 2023, 17:49

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@jennypino You can just type in his name and email as the Sender in the actual email step of the program.

Thank you!  I was looking at the Mapping Sources which only gave me drop downs and I didn’t think to just change it in the Survey Email.