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Procare Solutions Internal Ideas Portal
Status Already exists
Workspace Tuition Express
Created by John Fargason
Created on Jul 12, 2022

Auto populate Tuition Express ID in Salesforce Accounts

Currently the only place to find a Tuition Express account number is in BAM. Adding this field in Salesforce would benefit multiples teams/depts. It would be important for this TE ID to only be visible in SF once a TE account status is "Pending/Pre-Note/Approved"

Product Area Payments
Are customers at risk of leaving Procare without this item? No
Are customers going to competitors for this item? No
Requesting Customer Internal
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  • Admin
    Mari Triphahn
    Reply
    |
    Dec 14, 2023

    The TE ID is being surfaced within Salesforce now and is getting pulled from the Data Warehouse! I'm going to mark this as "already exists" but can chat more if theres further needs