Suger set up & SF integration (replace Tackle)

CartoDB / RevOps

Sales and marketing operations team repo.

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Suger set up & SF integration (replace Tackle) #374

Open ruipperez opened 11 months ago

ruipperez commented 11 months ago

Checklist:

https://docs.google.com/document/d/1S5eX-7h05btjzKOLgzWyuy866mL1QSui7J5rLXqMwrw/edit

ruipperez commented 8 months ago

[x] Co-sell tool integration
[x] Tackle replacement

Co-sell tool being tested in PROD Week of Nov 6th. Tackle replacement pending to be tested

ruipperez commented 8 months ago

[ ] SF integration: https://www.suger.io/docs/integrations/suger-connector/

ruipperez commented 7 months ago

Update: SF integration on hold until Suger gets the app authorized

ruipperez commented 4 months ago

App Authorized. Documentation: https://www.suger.io/docs/integrations/suger-connector/

ruipperez commented 2 months ago

Update:

App installed the week of April 1st. Permissions are not working and everyone could potentially create offers in the marketplace. Waiting for the Suger team to fix and make a release to retake the integration.

Currently deployed but the app is hidden.

ruipperez commented 1 month ago

Currently on hold until new version is tested by Suger.

Drive folder for reference: https://drive.google.com/drive/u/0/folders/1dJNSkFfu0J-CEr8lCWA-af-Id0i8oo0h

ruipperez commented 2 weeks ago

Suger confirmed this week their app is ready to be re-installed