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Save Summary to Salesforce not working
Hi there, Our organization has Sales CoPilot connected to a Salesforce production instance. Everything seems to work well except the "Save (email) summary to Salesforce" button. We're able to p...
- Thanks Ryan. As it turns out, Copilot for Sales supports Salesforce's Notes and Attachment as of today. This should be resolved within the next couple of months, to allow saving to either Notes or Notes and Attachments, depending on the environments' configuration.
Thanks Ryan. As it turns out, Copilot for Sales supports Salesforce's Notes and Attachment as of today. This should be resolved within the next couple of months, to allow saving to either Notes or Notes and Attachments, depending on the environments' configuration.
MayaShoval thank you very much!
