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Salesforce CRM Sync - Custom sync schedule
Customer: "We want to run the syncs post office hours and not during work hours. The reason is that the Front syncs might impact the performance of Salesforce during the day and as Salesforce is our source of truth for a number of other tools, it ...
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Ability to add tags to both contacts and accounts (like conversation tags)
It would be helpful to be able to add tags across contacts and accounts, similarly to how we can tag conversations. This would be especially helpful if we could create dynamic contact lists based on these tags or other custom fields.
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Ability to generate contact lists dynamically based on custom fields
Instead of having static contact lists, they should be dynamically updated based on contact lists. This will ensure that the right people are getting emailed every time without having to remember to manually update organizational changes. For exam...
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2
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Export Contacts - Send Email with Link to Download
I am requesting an email with a link to download my export. Reason: i have a lot of contacts and the export takes several hours, if I refresh the page, close the page by accident or forget the export and go back to the contacts page my export is n...
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2
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Increase the frequency of auto-sync for SF contacts
Currently, the contact sync only happens automatically every 24 hours - it would be nice to make it possible to have this run automatically at a more frequent cadence, even down to ~30 seconds. This would allow more real time interaction with cust...
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2
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