topic Re: SFDC Opportunity product Related List in Workato Pros Discussion Board

SFDC Opportunity product Related List

johnw — Wed, 13 Dec 2023 23:07:20 GMT

I have created a Recipe in pilot a step

gets a related list from Opportunity Products in salesforce (which is a list of all the SKUs in an opportunity)

I then have a step

Batch Sales Order in Epicor Kinetic (batch) (Which creates a Sales order and loads all the SKus)

this is super cool

BUT we have 2 different companies in Epicor so I would like to do this exact thing but say 5 of the SKUs are from company 1 and 4 are for company 2

I created a field in SFDC so the opportunity product record would have company 1 or two but I can't figure out how to get the records with the condition for company 1 or 2.

anyway to do the get with conditions? I don't see a get action that has conditions options

Re: SFDC Opportunity product Related List

rachelnatik — Thu, 14 Dec 2023 18:30:36 GMT

Hi! You need to create a loop and iterate over the product list retrieve. Then, in the loop you will have an if/else condition. If Product Company = 1, proceed with X. Else - proceed with Y.

X & Y executions are essentially the same. But going to different Epicor Companies.

The use case guide and activity in this module can be helpful: https://academy.workato.com/working-with-databases

Re: SFDC Opportunity product Related List

rachelnatik — Thu, 14 Dec 2023 18:32:58 GMT

I am not so familiar with Epicor, so throwing 2 other ideas:
1. Use 2 different recipes. However, you can't filter in the trigger so it would only work if you retrieve them later in the recipe.

2. Within the step where you batch them to Epicor, use If/then logic (based on the value from Salesforce) to set the company name. I don't know if you can batch load to separate epicor companies.

If option 2 here works, it is likely the cleanest and most scalable method.

Re: SFDC Opportunity product Related List

johnw — Fri, 15 Dec 2023 11:50:43 GMT

Today I have I have a single step which will create the Sales order in Epicor as well as add all the SKUs as shown in the image below. In your suggestion when I loop through would each iteration of the loop add a product to the Sales order? (seems like this would be lots of tasks if I had a lot of SKUs on the op)

Or would I create a Workato List and just batch create using that list?

Re: SFDC Opportunity product Related List

johnw — Fri, 15 Dec 2023 11:51:08 GMT

As far as step 1) this is my confusion the “Get related lists tep” doesn’t allow me to filter I was hoping there was a conditions option

Same on step 2… within batch add there is no way to filter on which record to add either… or at least I don’t see the “Conditions” options I have seen on other steps

Re: SFDC Opportunity product Related List

rachelnatik — Fri, 15 Dec 2023 12:46:29 GMT

Some of the batch steps don't allow you to filter (because the filter would only apply to the last record in each batch). Instead, you need to retrieve all records and loop over them. Then you add the filtered items to a list and use that for a batch action. The link I shared walks through this exact use case.

Re: SFDC Opportunity product Related List

javier-riesco — Fri, 15 Dec 2023 14:21:33 GMT

Hi @johnw , can you share your recipe (using the Sharing option) so we can take a look at it?

Re: SFDC Opportunity product Related List

johnw — Fri, 15 Dec 2023 14:30:44 GMT

thanks... I went through the link that @rachelnatik suggested and that I had missed previously and that was exactly what I needed...

Re: SFDC Opportunity product Related List

javier-riesco — Fri, 15 Dec 2023 15:08:14 GMT

Ok @johnw , just a quick comment. In the proposed solution, you are iterating over each of the Opportunity Products instead of creating the Sales Order in Epicor in batch, right? This solution, depending on the number of Opporunity Products and Sales Orders may consume a large number of tasks. My question is, instead of getting all the Opportunity Products in one action, have you tried to make 2 different searches filtering by Company using one of the following actions:

If you are using the "Search records" Action (simpler), you should be able to see the newly created custom field for Company in Salesforce. Ensure that the user you are using in the Workato SFDC connection has permission to access this field. Additionally, don't forget to refresh the recipe schema.

By obtaining the results in this manner, using two separate lists, you will be able to create the Sales Order in Epicor in batches through two different actions. This approach will require fewer tasks compared to the previous method.

Regards

Re: SFDC Opportunity product Related List

johnw — Fri, 15 Dec 2023 15:47:18 GMT

ok this is what I was looking for... I think this will work better because I was wondering what was going to happen with tasks... I was hoping that each iteration of adding to the list wasn't going to be a task... but you confirmed my fear

Re: SFDC Opportunity product Related List

rachelnatik — Fri, 15 Dec 2023 17:44:28 GMT

check out this webinar for more info and best practices for task usage

https://www.workato.com/product-hub/best-practices-for-optimizing-and-monitoring-task-usage/