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GroupsSalesforce Agile AcceleratorTiffany Lund's Post
Tiffany Lund (Aviacode) posted in Salesforce Agile Accelerator
Apr 22, 2015, 11:50 PM
Hi! I'm very excited to see this new Agile app, as I am in the process of looking for an alternative to our Trello board AND Workfront solutions. :) My team does implementation development, so our "work" comes from opportunities and accounts in salesforce. As I'm "testing" this out in our sandbox, I don't see where I can tie work back to a specific Account or Opportunity. Can this be done and I just haven't dug deep enough?
1 comment
  1. James Hatton (Salesforce)
    Apr 23, 2015, 4:46 PM
    @Tiffany Lund

    thanks for trying Agile Accelerator! At this time we ship with a relationship to Cases but no other standard CRM objects. So you have a few options:

    1) Keep the association loose and just reference the Account via a link in Chatter

    2) Create Case related to the Account and then relate the Case to the Work object so that it shows up on the work records Cases related list.

    3) Create a new lookup on Work to link it to an Account. Populate this via a List View since the custom field will not show up on the work page since we have a custom user interface vs the standard page layout. We are considering adding custom field set support but don't have that yet so the only way to see custom fields is via a list view.

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