Updating an account
If you'd like to update a contact or account in Tact using SMS you can text:
| Format | Example |
| Change {account_name}'s {field} to {new_value} | Change Globex's phone number to 123-456-7000 |
| Update {field} to {new_value} for {account_name} | Update phone number to 123-456-7000 for Globex |
Tact Tips
- Use capital letters for any contact or account names to ensure matching
- Tact for SMS supports only standard fields in Salesforce
Next Section: Get details about or update an opportunity
Comments
0 comments
Please sign in to leave a comment.