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Routing: Rules

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Chili Piper, Inc.

SFDC Account Teams Routing

We have customers like Shopify and Avalara moving away from multiple lookup fields to Account Teams and would like this to be supported in our routing/rules.

5 votes

AdminAmine Bousnina (Enterprise Customer Success Manager, Chili Piper, Inc.) shared this idea · May 27, 2022 · Report… · Admin →

Released ·

AdminAlly Hardesty (Product Operations Manager, Chili Piper, Inc.) responded · Sep 19, 2024

This is now available for all products on the Demand Conversion Platform! Check out more details on custom matching here and specifically on routing to an Account Team / Opportunity Team using Chili Piper's Custom Matching here.

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Routing: Rules

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Chili Piper, Inc.

SFDC Account Teams Routing

Routing: Rules

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Chili Piper, Inc.

SFDC Account Teams Routing

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