Best Practices for Indicating Ambassadors in Salesforce Accounts

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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.

2 comments

· Sorted by Oldest

Karilla Dyer
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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
🙌1
Srishty Khullar
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Hi Emma Hanevelt, 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

Karilla 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
🙌1
Srishty Khullar
·
Hi Emma Hanevelt, 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