Gainsight Assist Chrome Plug-in: Always prompt the user with the conflict pop-up
Use case:
We have some Customers that have my own org’s internal contacts in the Person object [eg: user@myCompany.com]
When the CSM [user2@myCompany.com] composes an email in Gmail and has the Log to Timeline set as true and there are no actual contacts of the customer in the “To” line [eg: user@customerCompany.com], the CSM is not prompted with a screen to validate/see in which customer the Timeline entry is being logged in, inadvertently making a Timeline entry that wasn’t intended to that particular Customer. The same happens if the customer has several affiliates and the contact is missing in the Company that the CSM is intending to log the activity... the CSM will not realize the activity was logged into the wrong Company and neither that the contact is missing.
Same scenario if they are intending to log a reseller’s email, the contact can be missing in the account they are intending to log the email to, and will end up inadvertedly logged into a wrong account.
Is it possible to always prompt the user with this screen to show the Company Record where the activity is being logged into? (and the “Search a new account too of course)
Also, will be ideal to show more data (e.g, the searchable field set in “Search Configuration”). See my awesome drawing for reference:
