Client Rave Mobile Safety would like the ability to publish a Project Document to Salesforce. The use case is that after Exporting a Project, they have some final formatting & finishing to do. They would then like to upload the Final Version to the Project Documents, and then Publish to Salesforce like you can with an Export Package. This would help them keep RFPIO as the single source of truth while saving the Project Manager a few extra steps.
Created date : 2023-03-28
Votes : 1
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