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Salesforce: Forecasted Billable Hours (CRUD operations)

b-kelley
Deputy Chef I
Deputy Chef I

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.

7 REPLIES 7

Is there not a connector for this object(data)? I assume then i will have to dig in the Salesforce API to be able to get to this information then?

There should be. You might need to refresh your schema.metadata.

lcury
Deputy Chef II
Deputy Chef II

Brat, the Salesforce connector available in Workato is what you're going to use of anything you're planning on. It seems that the knowledge you need to connect things is more specific to Salesforce application and Salesforce API knowledge and for that I'd recommend you subscribe to trailhead.salesforce.com as there's a lot of great content that might help you there. If you search for "Salesforce Objects" you will find several Trailmixes (a collection of trainings) that would give you a lot of good information that will assist on your integration journey.

Another pro tip that you could explore right away is to install a chrome extension called Salesforce inspector. Whenever you're on a page in salesforce that you opened a record of any object, you can click on the side pannel that's added on the top right corner of the page and then you can click "Show all data". This will load the object that you're currently viewing in Salesforce and all its fields. You can also search some field name or value and it will filter down the results to some specific information you're looking for and it can be quite helpful when building a recipe.

It also provides a lot of other features like exporting and importing data that can be quite helpful for some initial export, data migration, etc.

If you still are not very familiar of how Salesforce engine works under the hood, it might be a bit too advanced and overwhelming, but it's also a way to get your hands dirty while still learning and working on some actual Salesforce training.

Once you figure out the Objects involved that you would need, you could simply add an action from Salesforce connector like "Search records" and then you select the object in the picklist "Search for" which would bring the list from the Salesforce environment you setup your connection to.

I hope these tips help and give you some sort of direciton on your automation journey.

LC