Mission Control Kosmo Campfire: Generate Program and Projects from Opportunities

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  • Опубликовано: 11 сен 2024
  • 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

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