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Salesforce integration - Send Email to Salesforce - Log to Opportunity records
Customers wany to be able to use the Send Email to Salesforce rule action to log emails to Opportunity records. More discovery would be needed to understand how feasible this is. https://frontjira.atlassian.net/browse/PB-7640
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Salesforce Integration — Send Email to Salesforce — Attribution improvement
Right now, when a user is not logged into the P4 integration, email activity is attributed to the admin who enabled the integration. This causes issues with handoffs and reporting. There should be a more reliable way of attributing activity owners...
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Planned
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Show number of matches in a conversation + navigate between them
When a conversation has more than one match, it is not visible unless: I scroll through the conversation thread and see highlights I redo my search inside the conversation with a cmd+f or ctrl+f shortcut I wish to be able to know that a conversati...
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Allow users to easily track dynamic objects
As a user, I want to be able to track activity for a particular dynamic object. I need to be able to quickly access all conversations associated with a dynamic object, and be aware of when new conversations come in. Tags are a great example of how...
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Backlog
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Allow dynamic objects to be created without a target URL
As of today, users are required to specify a target URL in a dynamic object. For example: www.orders.com/orders/[ORDER ID] However, not all business objects can be linked to through some URL. Some business objects live in desktop apps or aren't ea...
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