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Setting Sender Email as someone not linked to record.

  • November 3, 2023
  • 2 replies
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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

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

2 replies

heather_hansen
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  • Answer
  • November 3, 2023

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


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  • November 3, 2023

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.