I've set everything up under Plugins > Salesforce > Opportunity Contact Role <> Prospect Role so it automatically pushes changes to Salesforce and also under Inbound Update i have the Update existing OpportunityProspectRoles turned on, but opp's still don't get automatically added to the prospect in Salesforce, so emails don't get synced into the Opportunity.
2 respuestas
Thanks @Rimsha A.. It appears I've done all of steps 1-3 already and they still don't get synced over. Two follow up questions:
- I have the polling frequency set at 10 minutes but it says it is Up to date as of 18 hours ago. I click the 'Poll' button in the upper right corner but it doesn't do anything. Shouldn't it be up to date every 10 minutes? I made the changes you suggested less than 18 hours ago so I'm wondering if the changes haven't gone into affect yet.
- How do I check to see if we've set up some sort of criteria to only bring over specific types of opportunities? I did not set up our Outreach instance, so I'm not too familiar with how it was originally set up.
