PPM Express + Salesforce
Create PPM Express ideas from newly won Salesforce opportunities
Potential deals can be tracked with Salesforce opportunities. Once an opportunity is won, you'll want to work with it further and gather the data and insights to determine if the deal is feasible to become a project. This integration will add each new won opportunity as an idea in PPM Express, where it can be further planned, estimated, voted, and approved or rejected.
Potential deals can be tracked with Salesforce opportunities. Once an opportunity is won, you'll want to work with it further and gather the data and insights to determine if the deal is feasible to become a project. This integration will add each new won opportunity as an idea in PPM Express, where it can be further planned, estimated, voted, and approved or rejected.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Create Idea
Create new Idea
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