โ03-24-2022 08:25 PM
Hey I was wondering if there is a call to get users forecasted billable as well as update them. I been looking through all of the options for salesforce and I don't see anything for this. I know in salesforce they are in the resouce calender. I wasn't sure if this cause my salesforce account doesn't have the permissions or if there wasn't a call for this.
โ03-28-2022 09:11 PM
Brat, can you tell us more about your use case and where the data should flow to.
โ03-29-2022 03:26 PM
What are the Salesforce objects involved in your use case?
If you can't query the data you want through a few objects and some iteration logic, you can always use the actions that allow you to fetch data using SOQL, where you could build a more specific data query that might suit your needs for the integration.
โ03-29-2022 03:39 PM
The goal is to take all the users assigned to a project. Get the resource planner(billable forecasting hours) into smart sheet. It would have all the dates and hours. If I updated the hours in smart sheet it would update in Salesforce.
โ03-30-2022 12:55 PM
Brat, so you want the data to first go from Salesforce>Smartsheet and then further updates from SmartSheet should update Salesforce?
In Salesforce, you would need to find the Object (data) that is creating the resource assigments and logging hours.