Anybody successfully pull the opportunity name into the GuideCX project? My project is kicking off in SF, but the opportunity name isn’t coming over. I would also like the default project type to be external - it currently defaults to internal.
Anybody successfully pull the opportunity name into the GuideCX project? My project is kicking off in SF, but the opportunity name isn’t coming over. I would also like the default project type to be external - it currently defaults to internal.
Are you attempting to do this through the deprecated managed package and apex function approaches used for Salesforce in years past? If so, the migration process is quite simple as explained in this related article: https://help.guidecx.com/en/articles/7884123-salesforce-migration-to-recipe-builder
The only other limitation I could imagine could potentially be a detour around pending projects before pushing the project live. Even then, our integration team led by
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