2 followers Follow

Template - Print or export a list of project templates.

We are currently evaluating our Project Template use as it integrates with SF.  It would be great if we could export the list of templates into Excel.

For example, I manually recreated the list, so we can do a comparison analysis.  Add columns for the SF mapping number and name that correlates to the template.  We would then have a updated integration list to work from, be able to easily identify templates that are no longer in use, and troubleshoot reasons why SF does not trigger projects appropriately (mapped to template where there are two with the same name, or where one does not exist.)

Deborah Washburn Not planned

Please sign in to leave a comment.

1 comment


I support this suggestion and can see how it can be useful.

Dennis Miller 1 vote
Comment actions Permalink