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Categories Ideas
Created by Bill Farrell
Created on Jan 26, 2018

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Merge Endorsements / Requests Created From Salesforce Into The Receiving Idea

Currently if a salesperson creates a new idea request from SFDC and one of our Product Managers merges that idea into an existing idea, the request created by Salesforce is not merged into the receiving idea. This is problematic for us as we use that MRR associated with the request to help prioritize.

  • ADMIN RESPONSE
    Sep 27, 2024

    Merging an idea with Salesforce proxy votes will copy the proxy votes to the parent idea, along with the Salesforce integration links. It will also add the parent idea to the record inside Salesforce.

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