Form Submission Details | Sales Insights | Community
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A
Anonymous
December 1, 2016
Question

Form Submission Details | Sales Insights

  • December 1, 2016
  • 1 reply
  • 1613 views

When our sales team is in SFDC, we want them to be able to see if a contact has submitted a form and what values they submitted in the form in their Sales Insights app. Is that possible? If so, how can we enable that?

I'd rather they see the values in Sales Insights rather than passing those values to SFDC in contact/lead fields.

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1 reply

SanfordWhiteman
SanfordWhiteman
Level 10
December 1, 2016

You can (re)surface the data in an Interesting Moment if you wish.

A
Anonymous
December 1, 2016

Are there instructions on how to do that?

On Wed, Nov 30, 2016 at 9:04 PM Sanford Whiteman <

SanfordWhiteman
SanfordWhiteman
Level 10
December 1, 2016

If you look up Interesting Moments in the docs, you should see everything you need. IMs allow you to create (fairly) freeform log entries for special events. You're already seeing IMs in MSI.

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