Contributor ⭐️⭐️⭐️

New Idea

Internal Attendees on Timeline Activity for Non-Salesforce Users

Forum|Forum|8 years ago
February 6, 2018
4 replies
111 views

From what I can tell, it doesn't seem like you can include anyone on the Internal Attendee's section when logging a call in Timeline (please correct me if I'm wrong here). It would be nice to be able to do so for cases when someone without a SFDC account (e.g. a Product Manager, Engineer, etc) is on a call with a customer.

Expert ⭐️⭐️⭐️

Hi Phil,

You are correct, the Internal Attendee field references SFDC users. The External Attendee field references SFDC contacts.

VP of Customer Success at Forcepoint

Contributor ⭐️⭐️⭐️

Yeah, I'd love to see this work off of the Users object, allowing entries marked as Internal to be referenced there.

Contributor ⭐️⭐️

We have the same issue: We have some internals who are not using SFDC at all but still, we would like to add them as internals.

Contributor ⭐️

Any updates on this feature to be able to add free text for attendees. Same issue as above.