โ12-08-2023 11:30 AM
is there a quick way to refresh a step in a recipe when changes occurred in SFDC?
If I have an existing recipe connecting Epicor and SFDC
if I go into SFDC and add a new Custom Field to an object OR in my current case created a new Custom Object, I won't see the new object when I add a new step or sometimes, I have to rebuild the step to see the new field that was added in SFDC.
is there a trick for it to refresh the connection to SFDC?
Solved! Go to Solution.
โ12-11-2023 06:53 AM
Does Is the user you're using in the Salesforce connection from Workato have access to the custom object/fields? That would be worth double-checking too. I know for some standard objects the API version can matter too but I don't think that's the case with custom objects.
โ12-11-2023 08:42 AM
DOH!!! forgot I was using a new API license and teh permission set needed to be updated