Helper Fields

Useful AI features, reliable automations and meaningful analytics rely on accurate and complete grounding signals. You might wonder why Salesforce can't answer these questions out of the box:

• Is this account a customer or a prospect?

• Are we currently prospecting into this account?

• When was the last time we sent them an email?

• Did we ever get an email from them? If so, when was that?

• Do we have a meeting scheduled with them?

• Did we ever have a meeting with them?

• After they told us they are under contract with a competitor, when are we planing to re-engage with them?

• I need to match that account with an external system based on their email domain. But what is their email domain?

• Which one of our three buying personas is this contact?

• Have we engaged with all the right people in our buying committee at this account?

This is why Goldie automatically and with no human intervention populates a number of helper fields that give you answers to these questions.

Read more in the documentation of the helper fields.