Skip to Main Content
Status Backlog
Created by Guest
Created on Feb 1, 2023

Salesforce plugin - support "related" & "Whatid" fields on Tasks

the goal is to have Salesforce Tasks assigned to a specific Opportunity in Salesforce so that we have multiple tasks under one Opportunity and you can sort by Opportunity in SF and see your tasks for JUST that opportunity. In the integration with front there is no option to select the Opportunity that the task is "related to". without this feature the Create Task button does not help us because all of out Tasks need to be created with an Opportunity related to it. thanks

  • Attach files