FinancialForce Actions¶
Actions are the operations (or API operations) that you can perform on FinancialForce by a simple drag and drop and data mapping of elements and values from input trigger, derived values using formulas or a desired constant that you may wish to map.
All of the actions that you see below automate what you can do manually on FinancialForce.
As shown below, you can Create, Update, or Delete a FinancialForce Object in your FinancialForce instance based in response to a trigger event.
Set up FinancialForce action in your workflow¶
Create Object¶
Create objects in your FinancialForce instance of a specified entity like Contacts, Accounts, Leads, etc. The chosen entities have some field requirements.
In the example below, whenever MFT trigger detects a new CSV file in the SFTP server, FinancialForce action will pick up the trigger event and create contacts from the file's data.
Update Object¶
To update objects in your FinancialForce instance of a specified entity like Contacts, Accounts, Leads, etc., you need to specify the matching criteria for FinancialForce action to update the corresponding objects.
In the example below, whenever MFT trigger detects a new CSV file in the SFTP server, FinancialForce action will first decide which object needs to be updated based on the search criteria and then update the corresponding object in FinancialForce.
Delete Object¶
To delete objects in your FinancialForce instance of a specified entity like Contacts, Accounts, Leads, etc., you need to specify the matching criteria for FinancialForce action to update the corresponding objects.
In the example below, whenever the MFT trigger detects a new CSV file in the SFTP server, FinancialForce action will first decide which object needs to be deleted based on the search criteria and then delete the corresponding object in FinancialForce.
