Mission Control Kosmo Campfire – Generate Program and Projects from Opportunity Products
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Mission Control Kosmo Campfire – Generate Program and Projects from Opportunity Products
In this session we looked at a specific scenario, where you may want to generate multiple Projects related to an Opportunity based on the Products you’ve sold. For example, you may want to generate a separate Project for each Opportunity Product you’ve associated to the Opportunity. We covered off:
– Understanding the Project Request Object
– Configuration to support this scenario (e.g. Custom Fields & Flows)
– Demonstration of Solution