We’ve heard from many of our Partners using Salesforce with Socket that the Opportunity exists in Salesforce prior to the Quote being created in Socket. We’re happy to announce that our Person Search feature will now search Salesforce for existing opportunities associated with the selected contact:

If there aren’t any existing Salesforce Opportunities, a new one will be created as usual. If you have any questions or have feedback, please feel free to reach out to us or comment below.

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