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Salesforce opportunity link automatically votes on behalf of the primary contact
For teams using the Canny Salesforce integration: votes will now be automatically added on behalf of the primary contact on an opportunity.
How it works
- Make sure your opportunities have a primary contact
- When linking a Canny post to an opportunity, a vote will also be added on behalf of the primary contact
The Salesforce integration is only available on our Business plan. Please contact our team if you're interested in upgrading.