PROD-I-421 RFPIO App in Salesforce

Hi Team,

I've been working on refreshing documentation for our Salesforce integration and noticed something that can cause confusion. When RFPIO is first installed, a new page layout is automatically created on the Opportunity object called "Opportunity Layout" that contains the RFPIO Projects section. The naming convention conflicts with the standard "Opportunity Layout".

We can certainly adjust our instructions to provide more clarity, but it would probably be better to automatically name the layout containing RFPIO Projects to something like "Opportunity (RFPIO) Layout" when the app is first installed.

See the screenshot below for reference:

Created date : 2021-10-04

Votes : 0

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Future consideration

Status: Future consideration

Comments

Darshan R

Hi team,

Thanks for bringing this up, We understand that the RFPIO projects section can be specified in order to avoid confusion with the existing Opportunity layout. We will look into this.

Thanks,

Darshan R