How to set conditions in OpenAir - Salesforce integration template

Integrator.io
, , , ,
1

Today, we are using an OpenAir - Salesforce Connector which has been retired and so we are running into our last few months on this.

I have had a look at the new OpenAir - Salesforce template which we have to move onto however from the start I realise that I don’t see options to set certain conditions like we have today.

For example:

  1. to select which Salesforce opportunity stage a sync should occur
  2. to select which OpenAir project stage should not have receive sync updates
  3. to filter which projects should sync back to Salesforce

These conditions are critical to our set up however I cannot see where on the new OpenAir – Salesforce template that I can set these.

2

@ericajackman it sounds like you are referring to the settings within the integration app and those settings are not in the template? Since you are using templates, you'll want to add those filters into the appropriate flows - most likely as output filters on the export or filter criteria for the Salesforce listeners.