- I have configured the Sync To field as Salesforce Task, but the Salesforce Standard Task is not being created. Is there any additional configuration required to enable this functionality?
- Does the automatic synchronization work for Project Tasks created from a Project Template, or is it supported only for manually created Project Tasks?
- Are there any prerequisites (such as PM+ settings, Apex jobs, triggers, or user permissions) that must be enabled for Project Task to Salesforce Task synchronization to work?
1 Antwort
Hello,
You can find the conditions on when Salesforce Tasks will sync with MPM+ tasks in our Knowledge article here:
https://passagetech.my.site.com/KnowledgeBase/s/article/Salesforce-Task-Sync-Requirements-1578080054843This feature is compatible with any MPM+ task including those made from project templates.
If you are having issues with the task syncing feature, please send an email to
support@passagetech.com and our team will be able to investigate this further for you.
