Sending Email Assist on behalf of someone

Forum|Forum|6 years ago
October 1, 2019
9 replies
316 views

Hello,

Is there a way to send email assist emails on behalf of someone else? It appears not, but we are having an issue where a CSM is on PTO and the manager would like to send out the email assist's on behalf of her CSM's. But the only way I can consider this a possibility is to log in as that user in SFDC (the company will not allow for these users to have this permission set to do this).

Is there any other way outside of sending an automated outreach?

spencer_engel

Expert ⭐️

Hi Ky, you're not missing anything. It's not possible right now. I have this need as well and would really like to see us put it on the roadmap!

C

chethana

Expert ⭐️

Thanks for posting. This is already considered and will update you once it is released.

@kypowell @spencer_engel

meenal_shukla

Gainsight Employee ⭐️⭐️

@manu_mittal / @nitisha_rathi / @chethana any ETA on this request?

I have multiple customers asking for this. For example: AbsorbLms.

Outplay. Outwit. Outlast.

C

chethana

Expert ⭐️

Hello @meenal

This capability will be part of email from anywhere implementation which is planned for Q3.

Z

zoeyk

Contributor ⭐️⭐️

Agreed! It would be very handy to have this. Any update on ETA?

C

chethana

Expert ⭐️

Hello @zoeyk
We will be rolling out this feature post November release. This will be available for NXT customers only who have onboarded to Horizon analytics.