Team -
I realize that this really only affects those of us that use our own instances for demonstrations, and not customers, since they typically only have access to a single instance - but - on just about every function of the Salesforce integration, one has to keep re-selecting the Company. I'm referring to this Company drop down:
Having to do this makes for a very jerky demonstration flow, since you have to explain to the customer every time that "No, you won't need to do this once set up.", and "Sorry, I don't know why I have to pick this on every screen, it's just the way it works".
Is there any way we could just pick this setting ONCE at the beginning of a session, and have all the different functions hold the user's selection? It would lead to a smoother demonstration for customers, and I'd argue possibly a higher degree of success when selling the CRM Connector.
Or - am I doing something wrong? Is the need to select the desired company on each page intentional?
Created date : 2021-05-18
Votes : 0
