Hi Folks,
Can we do any of the following tasks using CRMA:
1. Suppose if we have a chart for example like showing Amount by Account, so can we update a custom field on account if Amount for some account reaches above or below the reference that we can set.
For example : reference value is 10, if some Account amount reaches 11 then we need to update a boolean field true. I know this we can directly do using apex or formula but I have some complex requirement so want to know if we can do something like this.
2. In a recipe if we are doing some calculation for Account records, for ex we are calculating a numeric field so while registering dataset in recipe can we also update that value in salesforce Account object field as well.
Or if you got my problem statement then suggest me a best alternative that we can implement.
Hi Rohit,
It's possible to perform DML operations after calculations in crm analytics using recipe.
Ref
https://help.salesforce.com/s/articleView?id=xcloud.sdp_connectors_output_salesforce.htm&type=5Thanks