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Open Salesforce from Forecast opportunity expanded view

  • November 21, 2024
  • 1 reply
  • 27 views
H
New Member

Request: ability to open Salesforce opportunity from WITHIN the expanded view in Forecast.

 

Right now you can do that when you hover over the opportunities shown in the side panel within forecast:

 

BUT when I click the two arrows to expand this - the Salesforce cloud button no longer appears! 

 

    H

    1 reply

    Kenna
    Community Manager
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    • KennaCommunity Manager
    • Community Manager
    • November 22, 2024

    Hi there, ​@Hannah Bracegirdle — I think you should actually be able to open Salesforce from Expanded View the same way you can from the Opportunity Grid already. I would recommend reporting this to our Support team (or asking your Designated Support Contact to) in the Support Portal so we can investigate this further for you!

    Kenna Valdez, Manager, Customer Community, Clari
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