In this example we would design a data integration workflow that pulls new support cases from Salesforce "Case" data object and shows it in a workflow task to an end-user for review.
The process of designing this workflow requires following steps:
- Design a webform and use a table component, specify the column names that would show related data from Salesforce Case data object.
- Configure a workflow task and assign it to a user. This user would see the task in the Task Manager once the workflow gets triggered.
- Define the Schemas, Source activities of Salesforce consisting of the connection endpoint, particular Salesforce object and a query (optional).
- Design a process flow as shown in the video.
Refer to the deployable process flow export file. Use the Adeptia Migration Utility to deploy this process flow into your local instance.