ohadiosQ: In your upcoming Salesforce implementation, will you allow querying on custom objects as well, or only ...
Account, Contact, Opportunities, and Leads?
If you add support for custom objects, this will tremendously increase the value of the tool!
Sarthak_Findr
May 18, 2024A: Salesforce CRM is coming live on 23rd may. Let me get back on custom objects, we can definitely do on account. Also for me to answer it better, would it be possible for you to share a query and object example?
Thanks
We have several 3rd party apps that contain custom objects, as well as custom objects that we create.
For example, (sObject names simplified), we have an object called "Card" which represents work that we have to deliver to a customer as part of a project. (think Kanban cards)
It would be great to be able to search those cards, or projects, or other custom objects...
A sample query could be something like 'SELECT Id, Name, Description__c FROM card__c'
I would imagine that for custom objects we would need to identify what specific fields should be included in the search?
I'm happy to discuss further if you want (we are a Salesforce consulting organization, so we know a lot about integrating with SF :) )
Hey Ohadios - Let's connect to discuss this further. Would it be possible for you to email me at [email protected] or [email protected] Will take it up from there, but to answer your questions, yes we can search cards.
We are still testing salesforce but we were successful with HubSpot cards, so there should be a way for salesforce as well!