More custom fields in Salesforce Connector
Allow more custom fields in the Salesforce connector. The ones offered our-of-the box, aren't enough.
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Chris Tomkins commented
Following on from Emily's comments, the reason we'd like to include these extra fields is because the Product team who are evaluating ideas may not have access to Salesforce, yet they need this information about the account team so they can get clarity on the customer's ask rather than have to reach out to the customer directly.
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Jenn Howard commented
Since converting to the Tray.io sync, this has become less of an issue for us since we can pull most/if not all of what we already need for fields tied to an account. We would like to see more fields beyond those tied to account or user records though, IE Opportunities. We are pretty limited there at the moment.
What would you then want to use that data to do?
I agree with Emily that being able to filter is pretty big here. Right now we are exporting to filter in excel. while this works, it adds additional effort from teams that I already have difficulty encouraging adoption.What action would this allow you to perform that you can't today?
More efficient processes to glean insights on idea segmentation. -
Emily Reidy commented
Regarding Torre's follow up questions:
1. What would you then want to use that data to do?
It would be valuable if an Admin could search / filter on this field. For example, if I'm an Account Exec and I want to see Ideas that are associated with an account that I'm the Account Exec for, I could filter for my name on the "Account Exec" field.2. What action would this allow you to perform that you can't today?
It would allow an Account Exec, Success Exec, etc. to filter on their name to see all Ideas tied to their accounts. Right now, someone from GTM has to find their accounts in the Account Insights report, and then go back to the Ideas grid and manually search for those ideas. There is no way for them to see all Ideas tied to their accounts in one view.Fields we want brought in from Salesforce:
- Account Owner
- Success Account Owner
- Premier Support Engineer
- Technical Account Manager
- Product Liaison -
Emily Reidy commented
It would be great to be able to bring in additional Account fields such as Success Exec, Account Exec, etc.