Ability to add a project from Project Template via their Salesforce Instance

support

This customer (Logicalis US) has a Salesforce integration. They created their projects and immediately link to their SF instance. They have transitioned to completing many projects from projects templates but today that does not initiate from their SF instance when using the project template. They have to create the project and then re-connect to SF manually after the fact and would like for this option to be added to the SF integration.

support

@Bagavathy N Hello Bagavathy - This customer (Logicalis US) is again asking for this request. They have some projects that they create from SFDC but they have a way higher volume of projects that they use Project Templates to complete. They would like to be able to launch a project from a project template via SFDC so all the opportunity date comes through the same way their other projects do. Would you be able to review and provide feedback on feasibility here? Thank you for your consideration!