Ability to remove reps from teams when certain conditions are met
I've had a couple of requests recently to automate adding and removing reps from queues based on certain conditions within SFDC (e.g. remove a rep from the RR if the number of open ops in their name >10 and add them back in when it's <10). I'm currently working with them to use Zapier and our API endpoints, however it would be awesome if we could do this natively in-app.
4
votes
AdminTom Leader
(Director Product Growth, Chili Piper, Inc.)
shared this idea
Auto provisioning based on the SFDC User object is now live: https://help.chilipiper.com/hc/en-us/articles/39923504104211-Provisioning-User-Licenses-Workspaces-Teams-and-Distributions-with-Salesforce
