Bi-directional Salesforce Integration
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Jami Morris
Current Salesforce integration is limited to one direction, SmartSuite to Salesforce, and does not include the ability to create a Case object in Salesforce. Our company would love to be able to create new cases from SmartSuite form submissions/records while also being able to keep our SmartSuite records up-to-date with any changes in Salesforce: Account, Contact, Cases, etc. Thank you!
Jon Darbyshire
Great to hear your perspective, Jami Morris! I have a few more questions for you:
- What specific data fields from SmartSuite need to be synchronized with Salesforce when creating a Case object?
- Are there any specific conditions or triggers that should initiate the creation of a Case object in Salesforce from SmartSuite?
- How frequently should the synchronization between SmartSuite and Salesforce occur to ensure data is up-to-date?