The status field should be a picklist that at a minimum must include the value "NEW". This field can be a free-form text field or a picklist containing the set of possible template keys. It is specified at the time that the child object is created. ![]() The template key field will hold the key of the SiteCapture template that should be used to create the child object in SiteCapture. SiteCapture Template Key (fn_template_key_c) The Parent_Id must be present on the child object as a formula field that refers to the parent object. In the descriptions of these fields below, note that the API name of each field is shown in parentheses, and this name must be created exactly as shown for the integration to work. There are no particular requirements regarding the parent object, but the field report object must contain a specific set of fields that are required by the SiteCapture integration. These may be either basic Salesforce objects, or custom objects. Instructions for creating the connected app in Salesforce and determining these parameters can be found here (for the Salesforce Lightning UI) or here (for the classic UI).Īs described above, the SiteCapture/Salesforce integration requires the existence of a parent object and a field report object in Salesforce.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |