Ability to Archive Projects from SFDC

Client Teladoc is requesting the ability to archive a project via SFDC. they are working to increase adoption of RFPIO and would like their sales team to be able to only work in SFDC and also needs them to be able to archive their own projects so the admin team isn't solely tasked with that work.

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Under review

Status: Under review

Comments

Nicole Stanford

Client Teladoc is requesting the ability to archive projects from SFDC. If a user is a Manager level or above & has the ability to create projects or proposals, they should also have the ability to archive that proposal directly from SFDC. A major value add of the SFDC integration is the fact that users don't need to navigate directly to RFPIO, but not being able to archive forces them to go to RFPIO anyway. It would create a more seamless & easier to manage experience for our clients if they could archive from SFDC.

Darshan R

Hi Nicole,

Thanks for the feedback. Currently we don't allow users to edit or Archive a project from Salesforce. We will discuss this internally and let you know more on this.

Thanks,

Darshan R