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Shift Salesforce ID up in questions

Put Simply

The Salesforce Opportunity ID should be entered before the client PRID. This sequence ensures that when an Opportunity ID is added, it automatically populates the PRID, reducing manual work and potential errors.

Why It Matters:

  • [Efficiency]: By automating the PRID generation upon entering the Salesforce Opportunity ID, we reduce manual entry time and minimize the risk of human errors.

  • [Data Integrity]: Ensuring the correct sequence of data input enhances data accuracy, as the PRID will always be derived from the verified Opportunity ID.

What’s Needed:

Adjust the data entry sequence to require Salesforce Opportunity ID before client PRID


  • Kia Pourmodheji
  • Apr 30 2025
  • Closed