We have the Salesforce integration configured and are importing all closed notes. I have a few questions that people may have found work-arounds for or can help with my understanding.
Q1 - We have multiple fields in sales force that are used to track values, i.e. we have a recurring revenue amount and a transition charge. Is it possible to utilise both amounts from within Productboard, currently we are mapping the recurring revenue charge to the opportunity amount is there a way we can also automatically add up the transition charge?
Q2 - We sell multiple services at the same time, and get are getting a single recurring revenue figure imported. What actually happens to the opportunity value when it is associated with multiple products? I am trying to understand if we get a value of £25,000 as an opportunity value and then from the insights panel associate that note to three different services what happens to that £25,000 figure is it fully associated with a single service or spread across all the services, if it does only select a single service which one does it select? if it is spread across all the services, does it spread the cost equally?
Q3 - Is it possible to associate any of the additional fields that come in from Salesforce to custom fields?
Best answer by LindaView original