Settings and activity
3 results found
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32 votes
An error occurred while saving the comment Scott Haney supported this idea ·
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42 votes
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44 votes
Scott Haney supported this idea ·
An error occurred while saving the comment Scott Haney commented
Hi currently if a person inputs data on a field we may not have a value on that in salesforce, so in those cases we'd want to take what the client inputs.....ex: if they input the PO# or VAT# for invoicing we want that to map to the opportunity so this flows over to other systems for invoices.....otherwise we'd have to copy paste that info back to salesforce - so in a sense selective mapping so the data push from pandadoc > salesforce is one way or bi directional SFDC <> Pandadoc
Please make this a priority it's very important we have this supported