Hello - we’ve embedded the Workfront app into Salesforce but it’s hard to use as it refreshes every time you select a field and takes you right back to the top of the form which forces you to have to keep scrolling back to your last field. Has anyone else experienced this and know how to stop this behavior? Not a great user experience! Thanks!
Hi Michelle - we sync a number of data points between Salesforce and Workfront.
From Salesforce they come from: Accounts, Opportunities & customer objects
On the Workfront side it's: Projects, Tasks, & Companies
Happy to connect directly if that would help.
I tried to attach some of the documentation I'm working on, but it won't let me, so here's a snapshot of the scenario that manages accounts & opportunities.
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