#integration procedure

[salesforcevlocity]

Create an inquiry form with attachments that will generate a salesforce case.

Step 1: Create an Omniscript and add text fields to fill up the basic informations like First Name, Last Name, Email, Phone No and description of the issue and attachment. Attachments can be multiple Step 2: Drag and drop the Integration Procedure below step1. Create a new integration procedure Step 3: Once Create the Integration Procedure, Drag and drop the DataRaptor Post Action into the…

View On WordPress

[salesforcevlocity]

How can I clone a Salesforce object along with all the child objects of a case using the Integration Procedure without code?

Use Case – Create a clone case from a current case and change the all the child case of the parentId to cloned case Create an IP with Procedure Name and type, Subtype Step 2: Drag and drop the Dataraptor extract action in to the panel and retrived Case and Child case details with caseID – ContextId DataRaptor Extract: Create a Datarptor extract, add case in the object and retrieve the child…

View On WordPress