Prefill Salesforce fields based on the content of the note and transcript
released
M
Mikaela Friedrich (Fellow)
Use content from the note and transcript to pre-fill Salesforce fields and improve CRM hygiene. Users will always need to review and edit what was pre-filled by AI before the CRM is updated.
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M
Mikaela Friedrich (Fellow)
released
This is currently in beta! Check out this help center article for more information - https://help.fellow.app/en/articles/9829423-ai-suggestions-for-salesforce-fields
M
Mikaela Friedrich (Fellow)
planned