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Enhance Salesforce Integration for Comments

Adrie_Christiansen

Hi,

I think it would be great to update the SFDC/IC integration so SFDC users can add comments/reply to activity feed notifications, use the "Place Tags" button, etc. directly in SFDC. While the integration does allow users to seamlessly launch a new request, and see the current status/send reminders, our Sales team would like to use some of these additional features without having to log directly into Ironclad.

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Comments

David_Wieseneck

@Swetha_Praba 👀

Swetha_Praba

Thanks for the tag, @David_Wieseneck and for submitting this feedback @Adrie_Christiansen !

Good news: Our upcoming Salesforce integration update will include the ability to add/reply to activity feed comments from within Salesforce, as well as upload new document versions and share documents with counterparties! The update is coming in Q1 of next year and we'll be sharing more about the contents of this release very soon.

Best,

Swetha

PM @ Ironclad

David_Wieseneck

❤️