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P2: Update Reviewed Project Status Logic #3719

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ajefts opened this issue Feb 25, 2020 · 2 comments
Closed

P2: Update Reviewed Project Status Logic #3719

ajefts opened this issue Feb 25, 2020 · 2 comments
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@ajefts
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ajefts commented Feb 25, 2020

Objective: Automate Reviewed to Cancelled logic based upon SFDC event trigger, to keep project pipeline clean.

Requirements:

  • When a Salesforce opportunity is put into "Lost" status, the Connect project should be moved from Reviewed to Cancelled status and apply the reason code provided by Salesforce.

Enablement Notes:

Connect must be able to understand the association between a SFDC lead (created when a new project was created) and a SFDC opportunity (when the lead is marked as Qualified and is converted into a lead).

@ajefts
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ajefts commented Feb 25, 2020

@vikasrohit
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Tested, project is being cancelled on opty lost.

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