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📇 Get more context about community members, with Salesforce Contact/Account links


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 knew their current product package details or role...or adjust your tone based on 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 decisions (powered by our Salesforce integration).

With this product update, you can:

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

 

Thanks to @Ilan B for submitting this great idea!

 

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