You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
Motivation:
The current text editor has rich input although my understanding is that it doesn't allow to insert data from records inline.
Ideally, one would want to take notes (and this may also extend to internal messaging) that reflect pointers to records as well as tagging users so they are aware an action is to be taken.
Case scenarios:
Note taking during a meeting
-- Cite names of Contacts
-- Cite Products they would be interested in
-- Mention organization member who needs to read that
An example of how this is implemented with Salesforce is Dooly.ai
Not going to enter into data privacy comments for the time being. Some ideas there for implementation and compliance to be validated later on.
reacted with thumbs up emoji reacted with thumbs down emoji reacted with laugh emoji reacted with hooray emoji reacted with confused emoji reacted with heart emoji reacted with rocket emoji reacted with eyes emoji
-
Motivation:
The current text editor has rich input although my understanding is that it doesn't allow to insert data from records inline.
Ideally, one would want to take notes (and this may also extend to internal messaging) that reflect pointers to records as well as tagging users so they are aware an action is to be taken.
Case scenarios:
-- Cite names of Contacts
-- Cite Products they would be interested in
-- Mention organization member who needs to read that
An example of how this is implemented with Salesforce is Dooly.ai
Not going to enter into data privacy comments for the time being. Some ideas there for implementation and compliance to be validated later on.
Beta Was this translation helpful? Give feedback.
All reactions