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To automatically sync active and archive projects for updates from SFDC
This request is from Zuora. Our product team confirmed that the stage does not get automatically refreshed for the archived projects in Responsive in real time or in any interval based on the changes made in Salesforce. Any updates made in Salesforce will be reflected in Responsive as soon as a user accesses the project in…
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Creating project using project templates from Salesforce
In support ticket 75880, customer asked if it is possible to create projects using project templates from Salesforce. Currently, I believe it is not possible. So, we can have such a feature in Salesforce where we are able to create projects using project templates.
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Salesforce sync on completed projects
Logicalis is looking for the ability to sync project information on completed projects. Given their process, particular items need to be updated following the completion of a project. Currently, they must go back into the project, move it to Active status, sync, then re- complete it. Alternatively, they would like the…
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Salesforce field updates sync - Seismic
Current Behaviour: When the user updates a field in Salesforce. The updated information shows only when the user clicks on to the project and view the About page and then the project list page shows the updates information. Request: Once the field is updated in the SF, it should show up in the project list page itself.…
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Latest Coffee Chat: Driving Success with Responsive Reporting featuring special Guest!
A round of applause for @Andrew Mersman, our fantastic guest panelist on today's Coffee Chat! 🌟 He shared invaluable insights into how his team maximizes Responsive's Reporting Feature and Salesforce to drive data-driven decisions. 📊 Don't miss the recording and feel free to connect with Andrew in the Community or thread…
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Does someone have to be a user in responsive to submit an intake?
With SFDC, does someone have to be a user in responsive to submit an intake
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Salesforce integration
Who all has integrated Salesforce with RFPIO? What actions are you performing in SFDC?
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Salesforce Case Statuses for Managing Gate Decisions
Hello, we're implementing a new intake process in Salesforce (which we'll likely later integrate with our RFPIO instance) and I'm stuck on defining the status options for the RFP case. Once the case is submitted, it will hit the RFP Manager queue for the gate (bid/no-bid) decision before being assigned to either an RFP…
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How long did it take for your organization to integrate Responsive to SFDC
Our organization wants to integrate Responsive to SFDC, how long did it take for your org to do this? Was the integration easy/hard?
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Salesforce Integration (SFDC) Coffee Chat 9.13.23
Review our Salesforce Integration Coffee Chat to discover how you can foster increased collaboration with your sales team, optimize departmental efficiency, and turbocharge your reporting capabilities utilizing the SFDC Add-On. During the call we cover: 4:04 SFDC Integration Overview 13:16 + 25:32 SFDC Reporting 6:25,…