Today, we are using an OpenAir - Salesforce Connector which has been retired and so we are running into our last few months on this.
I have had a look at the new OpenAir - Salesforce template which we have to move onto however from the start I realise that I don’t see options to set certain conditions like we have today.
For example:
- to select which Salesforce opportunity stage a sync should occur
- to select which OpenAir project stage should not have receive sync updates
- to filter which projects should sync back to Salesforce
These conditions are critical to our set up however I cannot see where on the new OpenAir – Salesforce template that I can set these.