Insurance Salesforce analysts: add flagged contacts to COI audience
Insurance Salesforce analysts: add flagged contacts to COI audience
Salesforce business analysts lose flagged contacts when COI flags change, leaving customers out of surveys. So operations can send COI surveys without manual list upkeep.
Overview
Insurance operations risk missing survey recipients when COI flags don't translate into audience lists. This workflow moves flagged Salesforce contacts into your feedback audience and alerts ops, removing manual list upkeep and helping ensure near-zero missed survey sends.
Notable Features
- Add flagged contacts to audience
- Verify contact exists first
- Notify operations of new adds