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Lauren_Linsalat
Level 2
September 17, 2019
Question

Can CC talk to fields NOT on the lead record?

  • September 17, 2019
  • 0 replies
  • 1257 views

Hey there! We're looking at the CC functionality and investigating how many different things it can talk to - we use Salesforce, and are very interested in CCing people who are connected to the lead via a Relationship record. Has anyone had any luck adding new CC fields that are on something other than the lead or contact record?

Thanks!

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