New Idea
Allow customization of Sponsor Tracking monitors and rules
Currently, we get CTAs for any change to a sponsor regardless whether it was done on the social media side or internally. Not our entire organization uses Gainsight but they do use Salesforce, so any time contact information is changed on the Salesforce side, we get CTAs kicked off for Sponsor Tracking changes. But this just causes unnecessary CTAs and tasks for our team as we do not care if someone internally changes someone's title. We would like to set the CTA to kick off only if there is a change from the social media side. I am requesting an enhancement to allow us to choose specific preferences for Sponsor Tracking CTAs to be kicked off.
+2That's a great suggestion, Dave. We'll look into adding some source flag in the table, so that this field can be used as an additional filter in the Sponsor Tracking rule. This rule is available under Administration --> Rules, so it's possible to tweak it a little, so long as the right data filters are available.
1 person likes this
Good to know! We were not aware this change was happening for internal changes made at the Customer contact level in SFDC. Thanks, Dave.
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