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Customer field population in an integrated Salesforce environment

In an integrated Salesforce environment, will the Customer name populate on the Clarizen record in both situations:  1. Clarizen project is initially launched from Salesforce and 2. Clarizen project is launched from Clarizen and later linked to Salesforce?  

Karen Lewis Answered

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Hello Karen,

In scenario 1, the Customer will be associated automatically.  In scenario 2, you will have to do this manually.

Rob

Yoko Suzuki 0 votes
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