The Intelligence360 Platform allows creation of strings for population into actions. This means we can do things like:
Generate renewal opportunity names
Generate Meeting Note subjects
Populate task types or record types into forms
Let's walk through some examples...
Ex: Meeting Notes Title
Automatically create a default meeting notes subject line, so the rep doesn't have to. More consistent notes make it easier to find what you are looking for.
In this example, you can see we are creating a meeting note subject line.
We can type words and then introduce variables into the string. Let's walk through step-by-step how to do this.
Now we can start filling it in...
Now we need to add our first variable. Click the "+" on the right and search for what we need:
Select "Meeting Display Title" because that's a good record of what we are talking notes about:
Time for our second variable - this time the meeting start date. The i360Platform will automatically translate dates into MM/DD/YY format.
And now we have our final notes title:
Here's what the action looks like when it's all done! Now you have more consistent data in Salesforce and better notes subject lines so people know what the notes are about, with minimal effort from reps.
If you run into any issues, please contact support.
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