Intelligence360 allows the creation of lists for population into actions. This means we can do things like:
Set main contact
Set SDR User
(any contact lookup)
Let's walk through some examples...
Select a list that action supports (most support Account contact list as an example)
Select the properties you want to display
4. Select the Payload Value (Note: This will always be "externalId" for Lookups in Salesforce)
That's all there is to it! Here's how it looks to a user:
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