List of properties
Pre-requisite: A user with permissions to create objects in Salesforce must connect their Salesforce account. Once connected, the property sync will begin.
For each space linked to Salesforce, the following properties will be synced:
Valuecase Last Space Visit: The date of the most recent visit to the space by your customer.
Valuecase Map Status: The current status of the Valuecase Action Plan.
Valuecase MAP Progress: The percentage of completion for the Valuecase MAP (Mutual Action Plan).
Valuecase Space Visits:The total number of times the space has been visited by a customer of yours.
Valuecase Space Activities Count: The total number of tracked activities within the space, including interactions and engagements.
Valuecase Space Created Date:The date when the space was first created.
Valuecase Space Engagement Score: A calculated score representing the overall engagement level within the space.
Valuecase Space URL: The direct sharing link (URL) to the Valuecase space.
Valuecase Action Plan Current Open Task: The name of the first incomplete task in the action plan, ordered sequentially.
Valuecase Action Plan Current Open Task Scheduled: Indicates whether the next open task has a scheduled due date.
Valuecase Action Plan Next Due Date: The due date of the next upcoming task with a deadline.
Valuecase Action Plan Current Milestone: The name of the first incomplete milestone in the space’s action plan.
Valuecase Action Plan Most Recent Milestone Completed: The name of the most recently completed milestone.
Valuecase Action Plan Most Recent Task Completed: The name of the most recently completed task.
Additionally, you can set up a Valuecase Activity Feed in Salesforce to track real-time activities.
If you cannot see the synced properties in your objects, please review this article and ensure you have followed all the steps.