Who is this for: Team member requesting job numbers out of Salesforce.
Where will this solution be located: www.login.salesforce.com
When does this solution apply: When a team member needs to see the OpenAir project fields.
Description: This article guides the team member where to find the OpenAir Project details in Salesforce. The Open Air Project fields used to reside on the Opportunity page but they are now on the Project page.
1) Log into Salesforce.
2) Navigate to the interested opportunity.
3) Navigate to the related list, find Projects, and select the project below that you are looking for.
4) On the Project page scroll down to the "Service Project and OpenAir Fields" section.
5) Once on the "Service Project and OpenAir Fields" section you will see the Open Air Project ID, Open Air Project Owner and Open Air Client ID fields.
For complete instructions on how to sync project to Open Air and a list of fields that are being synced see the article below:
For complete instructions on how to request a job number in Salesforce see the article below: