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Status PM Refinement
Feedback Type Settings
Created by Kusum Bisht
Created on Jun 24, 2026

Salesforce Opp ID - be able to edit and add more

  1. Workspace owners should be able to edit the SF ID after the work space has been created.

    1. Why: It may be wrong. Parent Opp ID may have changed. Scope of work make have changed which has a different ID.

  2. Be able to add add child Opp IDs.

    1. Why: Multiple opportunities do go into one engagement. Be able to edit this as needed.

  3. Link the PDM workspace to SF Opportunity

    1. Why: Traceability / Linkage. Should be added to each of the Opps IDs associated with that workspace


Workspace Territory N/A
  • Admin
    Paloma Del Puerto Otero
    Aug 12, 2026

    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.

  • Admin
    Paloma Del Puerto Otero
    Jun 24, 2026

    Hi Kusum thank you for your submission. The team will review your request and follow up on your feedback.