and more importantly can they be attended virtually?I'm currently learning workato to connect SFDC to Epicor/KineticI have found lots of general workato information which has gotten me so far ie finding SFDC industry recipes and dissecting them for E...
I've been working on a recipe in sandbox/pilot between Epicor and SFDC.When i first started my API account in SFDC was missing some permissions so i just switched to my account in sandbox while I worked on it. now that I am getting ready to migrate, ...
best practice question....I'm creating recipe triggered by SFDC Opportunity that will create Sales orders in ERP and compare in SFDC op and set to booked won etc... this is working pretty cool.my very last step is to send an email to users involved....
curious what the trick is to do a repeat on a hardcoded static list.Was going to create a function which woudl work but would add extra tasks so figured a loop would be easier.basically I have 1 Opportunity which might need to process PO onto Company...
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 lo...
Support responded with the following and when I did the bold part that worked... I didn't think it was a login issue since I logged in everyday and it worked for that day..... The connection being disconnected is most likely due to an incorrect Custo...
yes I guess I wasn't that clear... my question is as follows:Account owner email Opportunity Owner emailOpportunity creator emailOrder manager prime emailI have all these names in the data pill but do I use a task to go and get the email address out ...
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
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 se...
