Salesforce integration (actions order)

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    matiuc_r
    Asked on November 03, 2021 at 01:01 PM

    Hi guys!

    I need to change the order of the actions inside Salesforce integration on one of my active forms "Real Estate Purchase Order". Basically now I have as first action "Create or Update records in Opportunity" and as second one I've got " Create or Update records in Contact". I need to switch them around, otherwise I can't link inside Salesforce the Contact with Opportunity. I’ve created a lookup field inside Opportunity object which I need to map it to “Get data from a previous step” so Opportunity Action should be below Contact Action.

    Please…Tell me there is another way to do this other than Delete existing integration actions and Redo them from scratch. (the Opportunity integration action is a huge one)


    Thanks a lot!

    Screenshot
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    Alexander_G
    Answered on November 03, 2021 at 04:11 PM

    Greetings, 👋

    Thanks for contacting us.


    You may point the mouse to the element and click on the "Edit" button if you want to edit it:

    1635970231_6182ecb7b8cf9_

    Hope it helps,

    Alex

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    matiuc_r
    Answered on November 03, 2021 at 04:21 PM

    1635970730_6182eeaadc104_

    Can you do this switch for me?

  • Profile Image
    matiuc_r
    Answered on November 03, 2021 at 04:25 PM

    1635971019_6182efcb8e559_

    I hope now you understand what I need

    Kind regards

    Razvan

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    Alexander_G
    Answered on November 03, 2021 at 05:42 PM

    Thanks for your reply.


    Hmm, I see what you meant.

    Unfortunately, it's not possible to switch the positioning of the actions. The only way to do that is manual re-do.


    Let us know if you need anything else,

    Alex