Having an issue where the power-up is only showing links to the opportunities in SFDC but not the details as is seen in the help articles here. Is this a configuration issue on SF?
Any help would be appreciated, thanks!
Not necessarily to use it as a CRM, but I would like to be able to track deals I am working and see summary information that stays current rather than having to manually update it in Trello every couple of days.
Again, I am following the instructions in the help/how-to, and it shows in the screenshots summary fields, yet when I try to use it, all I get is the link to the opportunity.
Hope that helps.
Thanks for the suggestion, but as I indicated, I am not looking for Trello to act as a CRM for me, I am tracking opportunities and the work I do on them. I really just want to see summary information about an opportunity within my Trello card, if that feature no longer works the way it is described in the documentation, that is fine.
Hello Community! My name is Brittany Joiner and I am a Trello enthusiast and Atlassian Community Leader. I'll be sharing with you a series of videos with my top tips on how to best use Trello...
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