Can I Autofill Go/No-Go Fields from Salesforce Opportunity Fields?

Yes. When creating questions in the Loopio Go/No-Go app, you can create a question that is linked to an existing field on your Salesforce opportunities.

Setting Up a Salesforce Input Field

To autofill data from the Salesforce Opportunity:

1. Create a new Go/No-Go Question.

2. In the Data Type dropdown, select the Salesforce Input data type.

3. In the Salesforce Source dropdown choose an Opportunity field to link.