Hi,
Is there a possibility to use data (e.g.Company Names) imported from Salesforce to create specific Views tied to this Data?
Right now it is a workaround of adding Tags and then create a View with the Tags, but it would make more sense to use the imported data that is already there.
Solved
Using Salesforce Information for Views to filter conversations?
+1Best answer by cat_apac
Hi there! Cat here from the Front support team 🌻
You could achieve this by creating a rule that sets the conversation custom field to the relevant value and then updating your view to sort by this custom field - it would be similar to your current tagging workflow, but using a conversation custom field instead.
→ https://help.front.com/en/articles/2172
Views are currently limited in the values which they can use to filter out conversations and Account data is not currently included, I’m afraid.
→ https://help.front.com/en/articles/2243
Cheers,
Cat
+6Hi there! Cat here from the Front support team 🌻
You could achieve this by creating a rule that sets the conversation custom field to the relevant value and then updating your view to sort by this custom field - it would be similar to your current tagging workflow, but using a conversation custom field instead.
→ https://help.front.com/en/articles/2172
Views are currently limited in the values which they can use to filter out conversations and Account data is not currently included, I’m afraid.
→ https://help.front.com/en/articles/2243
Cheers,
Cat
Login to the community
No account yet? Create an account
Use your Front credentials
Log in with Frontor
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.