The following fields sync with your Loopio Project, and can be added to the integration in Salesforce:
Note: Data is synced from Loopio to Salesforce, any changes made to the data in these fields on the Salesforce side after the Project is created will not be passed to Loopio.
- Loopio Project Name
- Loopio Project Description
- Due Date
- Who the Project was created by (Created By)
- this field will reflect the name of the person who connected to the Integration
- this field will reflect the name of the person who connected to the Integration
- Who the Project was last modified by (Last Modified By)
- this field will be updated to reflect the name of the person who connected to the Integration any time information is synced from Loopio to Salesforce
- this field will be updated to reflect the name of the person who connected to the Integration any time information is synced from Loopio to Salesforce
- Who the Project is owned by (Project Owner Name)
- Number of Assigned Questions (Assigned Questions)
- Number of Questions to Review (Questions to Review)
- Number of Completed Questions (Completed Questions)
- Number of Pending Questions (Pending Questions)
- Total Questions
- Percent Complete
- Project Status (Status)
- Possible statuses passed to Salesforce are Active, Done, Stopped, Won, or Lost. Read more about Loopio Project Statuses: What Are the Different Project Statuses?
Only the following fields will be visible during Project Creation:
Can I Add Other Custom Fields to the Integration?
Note: Other custom fields can be added to the Loopio Salesforce Integration, but they will not sync with your Projects in Loopio.
Yes, custom fields can be added to the Loopio Salesforce Integration, and will be visible only when viewing the Project in Salesforce
Custom fields will not be visible during the creation of the Project: