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Reflecting Account Ambassadors in Salesforce

EEmma Hanevelt
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Hey, all! How do you reflect in Salesforce that an account has an ambassador? Currently, we’re adding them to a Salesforce campaign, which then adds to a contact on the account and will then email the CSM or AE. My current worry is that if the contact is buried in the contacts list, it still won’t be quickly seen on the account’s page at one glance.

K
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2 comments
KKarilla Dyer

We have a check box in the customer record and the AM or CSM can sort the contacts of the account so that those with this box checked are at the top

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Screen Shot 2024-05-28 at 11.01.37 AM.png
SSrishty Khullar

Hi , I’d recommend the following steps for increased visibility:

  1. Create an “Ambassador” contact field on the SFDC Account Level to display the name and contact profile of the Ambassador
  2. Create an “Ambassador Contact” checkbox field on the Contact Level for reporting on contact level
  3. Create a dependency that every contact should have a linked account (if this doesn’t already exist)
  4. Create an automation to link the two Ambassador fields:
Trigger: “Ambassador Contact” field is checked
Action: The “Ambassador” field on Account level displays the contact

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