Add Salesforce Links Segments

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3 comments

  • Vijay

    Danielle,

    Could you please elaborate a little bit on where would these links be put in segments? It will help if you could also tell me the motive and what information will it add?

    Thanks

    Vijay

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  • Danielle Young

    You bet! The idea here would be to pull a segment that includes all opportunities, and have a link next to each opportunity or have the opportunity it's self be a link back to Salesforce. This would allow the Team to jump back and forth between systems easily. Ideally we will have all Salesforce data points in Totango, but there will still be a few items that the Team will have to go back into Salesforce to navigate. I hope this helps!

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  • Vijay

    Yes thank you very much. I get it now.

    Regards

    Vijay

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