ClosedEzequiel Corona · 1y ago
Salesforce
Integration with Salesforce. Be able to send minute meeting to a SF visit report.
All ideas
2 comments
Josh MohrerWave team1y ago
I'm not super familiar with Salesforce but this seems doable. Is there a certain place it makes most sense for Wave summaries to land in Salesforce? If you could wave a magic wand and have this tomorrow, give me an idea of how youd like it to work?
Ezequiel Corona1y ago
in visit reports. Once the summary is done in wave, send it to SF, it opens and a new report appears with the summary in the meeting minutes field