Concourse Feedback
Your feedback drives the Concourse roadmap! Review and vote for existing ideas or submit new ideas.
For immediate technical support, please follow this guidance to open a Service Now ticket.
Your feedback drives the Concourse roadmap! Review and vote for existing ideas or submit new ideas.
For immediate technical support, please follow this guidance to open a Service Now ticket.
Workspace owners should be able to edit the SF ID after the work space has been created.
Why: It may be wrong. Parent Opp ID may have changed. Scope of work make have changed which has a different ID.
Be able to add add child Opp IDs.
Why: Multiple opportunities do go into one engagement. Be able to edit this as needed.
Link the PDM workspace to SF Opportunity
Why: Traceability / Linkage. Should be added to each of the Opps IDs associated with that workspace
| Workspace Territory | N/A |
Hey @Kusum Bisht , Here's the latest update. The team has built the ability to associate multiple Salesforce Opportunity IDs with a workspace (in addition to the primary SF ID), so that adoption reporting can capture all of the opportunities tied to an engagement. This capability is currently in QA and targeted for the FY27.10 release — more to come as it rolls out.
hello @Kusum Bisht we have an update regarding your idea:
-We are planning to approach this effort in phases. As an initial step, we are exploring the ability for users to associate more than one item within a workspace, allowing that information to flow through reporting and provide greater visibility.
As we continue to refine the integration design and evaluate future capabilities, we may reach out for additional feedback and input. We appreciate your engagement and suggestions as we evolve this area of the product.
Hi Kusum thank you for your submission. The team will review your request and follow up on your feedback.