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JP13
Member | Platinum Partner
Member since ‎May 31, 2021
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Jessica Pumilia

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Activity

CGoodwinOlsen on February 09, 2022
We are working with a custom object ("Projects") for our post-sales Delivery and onboarding process. Playbooks are available on all standard objects (Companies, Contacts, Deals, Tickets), but not Custom Objects. This would be such a game changer f read more
52 upvotes
21 Replies
Member | Platinum Partner
July 25, 2022
Agree with this idea, it would be great to see playbooks for custom objects.
lalexander on February 11, 2019
Hey team! It would be great if it were possible to customize the default deal name. When creating a new deal from a contact/company record, for example, some customers may want to automatically pull in both the contact and the associated company's read more
160 upvotes
60 Replies
Member | Platinum Partner
June 13, 2022
As other users have mentioned, it would be great to have the workflow solution pull other property types (company, contact). This would be extremely ...read more
KDupont on March 19, 2021
It would be great to have a delay answer in the chat bot in order to allow for sufficient time for something to happen in the background. In our use case I want to use an information provided by the chatter to go an look for data in another system. I read more
13 upvotes
3 Replies
Member | Platinum Partner
December 01, 2021
I agree with this, it would be an extremely helpful addition!
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