2 results found

1. "Workspace name" custom field in Salesforce

   For large companies with multiples Workspaces, having this information available as a custom field in Salesforce can greatly help with our reporting at a level larger than Router or Queue name.

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   1 comment  ·  Salesforce  ·  Delete…  ·  Admin →
   Released  ·  AdminAlly Hardesty (Product Operations Manager, Chili Piper, Inc.) responded

   The workspace name is now available!

   More details here.

2. Event Booker in Salesforce (Rep to Closer pairing)

   Allow for other people to be listed as event booker in CRM (DCSF). I am an SDR and I have an Account Executive pairing. I would like to be able to send my pairing's link while then being able to still get credit on the meeting as the event booker just as you are able to with the Gmail integration.

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   0 comments  ·  Salesforce  ·  Delete…  ·  Admin →
   Released  ·  AdminElyssa Stewart (Product Team Manager, Chili Piper, Inc.) responded

   This is currently a functionality of Chili Piper - you can track this by adding a ?by= parameter at the end of your link adding your name.

   For example: https://calendar.na.chilipiper.com/book/me/elyssa-stewart?by=gaines-murfee This will track Gaines as the booker of the meeting on by calendar in the CRM.

   https://help.chilipiper.com/hc/en-us/articles/360053021254