You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
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).
The text was updated successfully, but these errors were encountered:
Objective: Automate Reviewed to Cancelled logic based upon SFDC event trigger, to keep project pipeline clean.
Requirements:
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).
The text was updated successfully, but these errors were encountered: