2 ACCEPTED SOLUTIONS
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
