Inline Updates

Update common Salesforce fields by including them in any messages that you send in your Smart Deal Rooms. Field names and values are flexible. Don't worry about capitalizing field names or writing dates in a detailed format (see examples).

Inline Update

Result

Examples

Next Step: Team Demo

Updates the Next Step field to the value: Team Demo

Amount: 30000

Updates the Amount field to the value of $30,000

Close Date: tomorrow

Updates. the Close Date field to the following date

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