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Automatic Link between Custom Field and Salesforce field

7 comments

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Stephen

    Hi Jorge!ย 
    I'm so sorry this message fell through the cracksย ๐Ÿ˜‡ย 
    ย 
    This will depend on the type of integration you're using. For example, if you're referring to Wrike's native Salesforce integration describedย here, it doesn't prescribe a way to achieve that. However, you should be able to do that if you build your own custom integration using Salesforce and Wrike APIs. Here's anย API methodย in Wrike that allows creating Custom Fields. Then you can make calls toย Tasks'ย orย Folders'ย endpoints to add/modify values for these Custom Fields.
    ย 
    BTW, we're also working on the brand new Salesforce integration which is based on triggers. In the new version, it should be possible to achieve your desired result. I can connect you with our Support Team so they can share the beta version with you if you'd like? Let me know and I'll be happy to arrangeย ๐Ÿ‘

    Stephen Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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    Jorge Gonzalez

    Hi Stephen,ย 

    ย 

    Thank you for your response, yes i would love to be part of the beta version and see if we can make this finally work.

    ย 

    Thanks!ย 

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Stephen

    Hey, I've raised a ticket for this to be looked at for you soon. Thanks! ๐Ÿ™Œ

    Stephen Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Karina Fluker

    We'd also like to test out your new integration with Salesforce! The current integration, described here:ย https://help.wrike.com/hc/en-us/articles/210323745-Salesforce, doesn't help us much.

    Do you have information on how the new beta integration is supposed to work?

    Thanks!

    ย 

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    Ted Jones

    We are looking at using the API to update dates from Wrike into Salesforce.ย  Information about the new integration would be very helpful.

    Thanks

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Stephen

    Hi guys, the testing period for this actually ended - my bad ๐Ÿ˜‡

    At the moment we decided not to move forward with the beta and it will be soon discontinued. I'll post back here when I have more news about new potential solutions ๐Ÿ‘

    Stephen Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Ted Jones

    Hi - Any updates?

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