STAGE:
Development
PROJECTED DONE:
Q2 - 2025
TABLE OF CONTENTS:
    Jifflenow

    Jifflenow: Empowering Meeting Managers to Update Campaign & Organization IDs for SFDC Integration

    STAGE: Development
    PROJECTED DONE: Q2 - 2025
    TABLE OF CONTENTS:

      Currently, updates to Campaign ID or Organization ID for existing meetings are handled manually by Jifflenow’s Support and Engineering teams via backend scripts.

      Two common scenarios are:

      1. Missing Campaign ID: Meetings created without a Campaign ID don’t sync to Salesforce, and customers request bulk updates.

      2. Incorrect Campaign ID: Customers want to replace an existing Campaign ID across many meetings.


      Key Highlights

      • Allow Meeting Managers to update Campaign ID and Organization ID directly from the Outbound Meeting Form section of the Engagement Type settings.

      • When either of the IDs is updated, a confirmation pop-up is displayed. Upon confirmation, the background job is triggered to apply the updates — no support or manual scripts are required.

      TABLE OF CONTENTS:
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