3 Replies Latest reply on Aug 5, 2015 2:24 PM by Justin Norris

    Using SFDC Account Team roles for personalization

    Chris Willis

      We have a business case within our organization to personalize emails to other individuals other than the person assigned to the Contact and/or the Account.  To my knowledge, these are the only two "representative" personalization tokens available to us out of the box.  Has anyone used the Salesforce account team to pull in contacts to the database for personalization efforts or created custom fields in SFDC for "other" contact owners?  I'm eager to learn what can/is being done out there in the nation.