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šŸ“‡ Get more context about community members, with Salesforce Contact/Account links

  • October 27, 2021
  • 0 replies
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daniel.boon
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This feature is available for customers on the inSided Business Package and above.

Do you find yourself wishing you knew more about your community members? Maybe you’d be able to craft a more impactful response if you knewĀ their current product package details or role...or adjust your tone based onĀ their upcoming renewal date or NPS score. And if there’s an upset/frustrated customer who has posted on the community, you’ll want to quickly find the right CSM to escalate to.

We’ve released a small improvement that’ll easily help you get the relevant context about community members to take better decisionsĀ (powered by our Salesforce integration).

With this product update, you can:

:white_check_mark:Ā Navigate to the relevant SalesforceĀ Contact and Account recordsĀ for a community member from the user profile page in Control.

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Thanks to @Ilan BĀ for submitting this great idea!

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